Level Four Financial’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Level Four Financial’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
2021 Q3	$513K	Hold	6,333	–	–	0.22%	111
2021 Q2	$521K	Hold	6,333	–	–	0.22%	124
2021 Q1	$517K	Hold	6,333	–	–	0.24%	113
2020 Q4	$504K	Buy	+6,333	New	+$466K	0.22%	127

Other funds holding VPL

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

Level Four Financial's VPL Position: Q3 2021 in Review

Level Four Financial held its Vanguard FTSE Pacific ETF (VPL) position steady in Q3 2021 at 6,333 shares worth $513K. The position accounts for 0.22% of the portfolio, ranked #111.

Level Four Financial first reported a position in VPL in Q4 2020 and has held it in 4 quarters since. The position peaked at $521K in Q2 2021. 290 funds tracked by Wall St. Rank hold VPL as of Q3 2021.

Level Four Financial held 6,333 shares of Vanguard FTSE Pacific ETF worth $513K as of Q3 2021.
Level Four Financial left its Vanguard FTSE Pacific ETF share count unchanged in Q3 2021.
Vanguard FTSE Pacific ETF made up 0.22% of Level Four Financial's portfolio in Q3 2021, its #111 holding.
Level Four Financial first reported a position in Vanguard FTSE Pacific ETF in Q4 2020 and has held it in 4 quarters since.
Level Four Financial's Vanguard FTSE Pacific ETF position peaked at $521K in Q2 2021.
290 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.