KFS
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Kelly Financial Services’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Kelly Financial Services’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
2024
Q2 		– Hold
0
– – – 783
2024
Q1 		– Hold
0
– – – 789
2023
Q4 		– Sell
-5
Closed -$340 – 774
2023
Q3 		$358 Hold
5
– – ﹤0.01% 706
2023
Q2 		$372 Sell
5
-1,247
-100% -$86.1K ﹤0.01% 669
2023
Q1 		$84.9K Sell
1,252
-6,361
-84% -$427K 0.04% 133
2022
Q4 		$490K Buy
7,613
+2,480
+48% +$155K 0.26% 49
2022
Q3 		$295K Buy
+5,133
New +$328K 0.17% 62

Other funds holding VPL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Kelly Financial Services's VPL Position: Q2 2024 in Review

Kelly Financial Services held its Vanguard FTSE Pacific ETF (VPL) position steady in Q2 2024 at 0 shares worth $25. The position accounts for ﹤0.01% of the portfolio, ranked #783.

Kelly Financial Services first reported a position in VPL in Q3 2022 and has held it in 5 quarters since. The position peaked at $490K in Q4 2022. 353 funds tracked by Wall St. Rank hold VPL as of Q2 2024.

  • Kelly Financial Services held 0 shares of Vanguard FTSE Pacific ETF worth $25 as of Q2 2024.
  • Kelly Financial Services left its Vanguard FTSE Pacific ETF share count unchanged in Q2 2024.
  • Vanguard FTSE Pacific ETF made up ﹤0.01% of Kelly Financial Services's portfolio in Q2 2024, its #783 holding.
  • Kelly Financial Services first reported a position in Vanguard FTSE Pacific ETF in Q3 2022 and has held it in 5 quarters since.
  • Kelly Financial Services's Vanguard FTSE Pacific ETF position peaked at $490K in Q4 2022.
  • 353 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2024.

Based on Kelly Financial Services's 13F filing for Q2 2024, filed 12 Aug 2024.