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Lee, Danner & Bass’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Lee, Danner & Bass’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
2025
Q1 		– Sell
-852
Closed -$60.5K – 692
2024
Q4 		$60.5K Buy
+852
New +$63.6K ﹤0.01% 327

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
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Lee, Danner & Bass's VPL Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Vanguard FTSE Pacific ETF (VPL) in Q1 2025, closing a stake of 852 shares — an estimated $60.5K sold.

Lee, Danner & Bass first reported a position in VPL in Q4 2024 and held it in 1 quarter. The position peaked at $60.5K in Q4 2024. 358 funds tracked by Wall St. Rank hold VPL as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Vanguard FTSE Pacific ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 852 Vanguard FTSE Pacific ETF shares in Q1 2025, an estimated $60.5K.
  • Lee, Danner & Bass first reported a position in Vanguard FTSE Pacific ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Vanguard FTSE Pacific ETF position peaked at $60.5K in Q4 2024.
  • 358 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.