IP
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Intellectus Partners’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Intellectus Partners’s Portfolio VPL Stock Details VPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,089
Closed -$76K – 627
2018
Q2 		$76K Hold
1,089
– – 0.03% 296
2018
Q1 		$80K Buy
1,089
+49
+5% +$3.63K 0.03% 303
2017
Q4 		$76K Sell
1,040
-27
-3% -$1.93K 0.03% 302
2017
Q3 		$73K Buy
+1,067
New +$71.8K 0.03% 336

Other funds holding VPL

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Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

Intellectus Partners's VPL Position: Q3 2018 in Review

Intellectus Partners sold out of Vanguard FTSE Pacific ETF (VPL) in Q3 2018, closing a stake of 1,089 shares — an estimated $76K sold.

Intellectus Partners first reported a position in VPL in Q3 2017 and held it in 4 quarters. The position peaked at $80K in Q1 2018. 248 funds tracked by Wall St. Rank hold VPL as of Q3 2018.

  • Intellectus Partners reported no remaining Vanguard FTSE Pacific ETF position as of Q3 2018 after selling out during the quarter.
  • Intellectus Partners sold 1,089 Vanguard FTSE Pacific ETF shares in Q3 2018, an estimated $76K.
  • Intellectus Partners first reported a position in Vanguard FTSE Pacific ETF in Q3 2017 and held it in 4 quarters.
  • Intellectus Partners's Vanguard FTSE Pacific ETF position peaked at $80K in Q1 2018.
  • 248 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q3 2018.

Based on Intellectus Partners's 13F filing for Q3 2018, filed 15 Nov 2018.