LifePlan Financial Group’s Vanguard FTSE Pacific ETF VPL Stock Holding History

LifePlan Financial Group’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
2020 Q3	$6K	Hold	88	–	–	﹤0.01%	468
2020 Q2	$6K	Hold	88	–	–	﹤0.01%	466
2020 Q1	$5K	Hold	88	–	–	﹤0.01%	460
2019 Q4	$6K	Hold	88	–	–	﹤0.01%	459
2019 Q3	$6K	Hold	88	–	–	﹤0.01%	453
2019 Q2	$6K	Hold	88	–	–	﹤0.01%	450
2019 Q1	$6K	Hold	88	–	–	﹤0.01%	447
2018 Q4	$5K	Hold	88	–	–	﹤0.01%	452
2018 Q3	$6K	Hold	88	–	–	﹤0.01%	438
2018 Q2	$6K	Hold	88	–	–	﹤0.01%	424
2018 Q1	$6K	Buy	+88	New	+$6.52K	﹤0.01%	406
2014 Q2	–	Sell	-88	Closed	-$5K	–	215
2014 Q1	$5K	Hold	88	–	–	﹤0.01%	210
2013 Q4	$5K	Buy	+88	New	+$5.38K	﹤0.01%	196

Other funds holding VPL

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

CFM

Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

LifePlan Financial Group's VPL Position: Q3 2020 in Review

LifePlan Financial Group held its Vanguard FTSE Pacific ETF (VPL) position steady in Q3 2020 at 88 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

LifePlan Financial Group first reported a position in VPL in Q4 2013 and has held it in 13 quarters since. 231 funds tracked by Wall St. Rank hold VPL as of Q3 2020.

LifePlan Financial Group held 88 shares of Vanguard FTSE Pacific ETF worth $6K as of Q3 2020.
LifePlan Financial Group left its Vanguard FTSE Pacific ETF share count unchanged in Q3 2020.
Vanguard FTSE Pacific ETF made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #468 holding.
LifePlan Financial Group first reported a position in Vanguard FTSE Pacific ETF in Q4 2013 and has held it in 13 quarters since.
231 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.