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LGT Financial Advisors’s Vanguard FTSE Pacific ETF VPL Stock Holding History

LGT Financial Advisors’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
-262
Closed -$18.6K – 715
2024
Q4 		$18.6K Buy
262
+5
+2% +$373 0.04% 325
2024
Q3 		$20.2K Buy
257
+1
+0.4% +$76 0.05% 275
2024
Q2 		$19K Buy
256
+1
+0.4% +$74 0.04% 314
2024
Q1 		$19.4K Buy
255
+1
+0.4% +$73 0.02% 366
2023
Q4 		$18.3K Buy
254
+5
+2% +$340 0.02% 373
2023
Q3 		$16.7K Buy
+249
New +$17.3K 0.02% 386

Other funds holding VPL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

LGT Financial Advisors's VPL Position: Q1 2025 in Review

LGT Financial Advisors sold out of Vanguard FTSE Pacific ETF (VPL) in Q1 2025, closing a stake of 262 shares — an estimated $18.6K sold.

LGT Financial Advisors first reported a position in VPL in Q3 2023 and held it in 6 quarters. The position peaked at $20.2K in Q3 2024. 360 funds tracked by Wall St. Rank hold VPL as of Q1 2025.

  • LGT Financial Advisors reported no remaining Vanguard FTSE Pacific ETF position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 262 Vanguard FTSE Pacific ETF shares in Q1 2025, an estimated $18.6K.
  • LGT Financial Advisors first reported a position in Vanguard FTSE Pacific ETF in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Vanguard FTSE Pacific ETF position peaked at $20.2K in Q3 2024.
  • 360 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.