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Long Wharf Investors’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Long Wharf Investors’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
2014
Q2 		$2M Buy
32,205
+185
+0.6% +$11.2K 1.57% 14
2014
Q1 		$1.89M Buy
32,020
+21,776
+213% +$1.28M 1.62% 13
2013
Q4 		$628K Sell
10,244
-259
-2% -$15.8K 0.57% 49
2013
Q3 		$638K Buy
+10,503
New +$614K 0.61% 41

Other funds holding VPL

AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Long Wharf Investors's VPL Position: Q2 2014 in Review

Long Wharf Investors increased its Vanguard FTSE Pacific ETF (VPL) stake by 0.58% in Q2 2014, buying an estimated $11.2K and bringing the position to 32,205 shares worth $2M. The position accounts for 1.57% of the portfolio, ranked #14.

Long Wharf Investors first reported a position in VPL in Q3 2013 and has held it in 4 quarters since. 140 funds tracked by Wall St. Rank hold VPL as of Q2 2014.

  • Long Wharf Investors held 32,205 shares of Vanguard FTSE Pacific ETF worth $2M as of Q2 2014.
  • Long Wharf Investors bought 185 Vanguard FTSE Pacific ETF shares in Q2 2014, an estimated $11.2K.
  • Vanguard FTSE Pacific ETF made up 1.57% of Long Wharf Investors's portfolio in Q2 2014, its #14 holding.
  • Long Wharf Investors first reported a position in Vanguard FTSE Pacific ETF in Q3 2013 and has held it in 4 quarters since.
  • 140 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2014.

Based on Long Wharf Investors's 13F filing for Q2 2014, filed 4 Aug 2014.