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Knollwood Investment Advisory’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Knollwood Investment Advisory’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
2023
Q1 		– Sell
-290,050
Closed -$18.7M – 137
2022
Q4 		$18.7M Buy
+290,050
New +$18.1M 7.31% 2

Other funds holding VPL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Knollwood Investment Advisory's VPL Position: Q1 2023 in Review

Knollwood Investment Advisory sold out of Vanguard FTSE Pacific ETF (VPL) in Q1 2023, closing a stake of 290,050 shares — an estimated $18.7M sold.

Knollwood Investment Advisory first reported a position in VPL in Q4 2022 and held it in 1 quarter. The position peaked at $18.7M in Q4 2022. 315 funds tracked by Wall St. Rank hold VPL as of Q1 2023.

  • Knollwood Investment Advisory reported no remaining Vanguard FTSE Pacific ETF position as of Q1 2023 after selling out during the quarter.
  • Knollwood Investment Advisory sold 290,050 Vanguard FTSE Pacific ETF shares in Q1 2023, an estimated $18.7M.
  • Knollwood Investment Advisory first reported a position in Vanguard FTSE Pacific ETF in Q4 2022 and held it in 1 quarter.
  • Knollwood Investment Advisory's Vanguard FTSE Pacific ETF position peaked at $18.7M in Q4 2022.
  • 315 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q1 2023.

Based on Knollwood Investment Advisory's 13F filing for Q1 2023, filed 14 Nov 2023.