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

LM 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 Q2	$276K	Buy	2,385 +2,152	+924%	+$238K	0.03%	202
2026 Q1	$2.38K	Buy	233 +17	+8%	+$1.7K	0.04%	173
2025 Q4	$2.38K	Sell	216 -2,169	-91%	-$196K	0.04%	170
2025 Q3	$209K	Buy	+2,385	New	+$203K	0.03%	203
2024 Q3	–	Sell	-2,910	Closed	-$216K	–	185
2024 Q2	$216K	Hold	2,910	–	–	﹤0.01%	178
2024 Q1	$221K	Hold	2,910	–	–	0.04%	199
2023 Q4	$210K	Buy	+2,910	New	+$198K	0.04%	192

Other funds holding VPL

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

LM Advisors's VPL Position: Q2 2026 in Review

LM Advisors increased its Vanguard FTSE Pacific ETF (VPL) stake by 924% in Q2 2026, buying an estimated $238K and bringing the position to 2,385 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #202.

LM Advisors first reported a position in VPL in Q4 2023 and has held it in 7 quarters since. 455 funds tracked by Wall St. Rank hold VPL as of Q2 2026.

LM Advisors held 2,385 shares of Vanguard FTSE Pacific ETF worth $276K as of Q2 2026.
LM Advisors bought 2,152 Vanguard FTSE Pacific ETF shares in Q2 2026, an estimated $238K.
Vanguard FTSE Pacific ETF made up 0.03% of LM Advisors's portfolio in Q2 2026, its #202 holding.
LM Advisors first reported a position in Vanguard FTSE Pacific ETF in Q4 2023 and has held it in 7 quarters since.
455 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.