Lido Advisors
VPL icon

Lido Advisors’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Lido 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
2026
Q1 		$488K Sell
4,988
-3
-0.1% -$299 ﹤0.01% 1312
2025
Q4 		$439K Buy
4,991
+73
+1% +$6.6K ﹤0.01% 1355
2025
Q3 		$432K Hold
4,918
– – ﹤0.01% 1293
2025
Q2 		$404K Hold
4,918
– – ﹤0.01% 1190
2025
Q1 		$356K Sell
4,918
-122
-2% -$8.94K ﹤0.01% 1143
2024
Q4 		$358K Buy
5,040
+1,950
+63% +$146K ﹤0.01% 1131
2024
Q3 		$242K Hold
3,090
– – ﹤0.01% 1245
2024
Q2 		$229K Buy
+3,090
New +$228K ﹤0.01% 1236
2021
Q4 		– Sell
-4,389
Closed -$355K – 1054
2021
Q3 		$355K Buy
+4,389
New +$362K 0.01% 701

Other funds holding VPL

MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return