LAM
VPL icon

Lummis Asset Management’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Lummis Asset Management’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 		$51.1K Sell
464
-13,796
-97% -$1.53M 0.03% 87
2026
Q1 		$1.4M Buy
14,260
+13,796
+2,973% +$1.38M 0.84% 32
2025
Q4 		$41.9K Hold
464
– – 0.03% 88
2025
Q3 		$40.8K Buy
+464
New +$39.5K 0.03% 91

Other funds holding VPL

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
Janney Montgomery Scott
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

Lummis Asset Management's VPL Position: Q2 2026 in Review

Lummis Asset Management reduced its Vanguard FTSE Pacific ETF (VPL) stake by 97% in Q2 2026, selling an estimated $1.53M and leaving 464 shares worth $51.1K. The position accounts for 0.03% of the portfolio, ranked #87.

Lummis Asset Management first reported a position in VPL in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.4M in Q1 2026. 455 funds tracked by Wall St. Rank hold VPL as of Q2 2026.

  • Lummis Asset Management held 464 shares of Vanguard FTSE Pacific ETF worth $51.1K as of Q2 2026.
  • Lummis Asset Management sold 13,796 Vanguard FTSE Pacific ETF shares in Q2 2026, an estimated $1.53M.
  • Vanguard FTSE Pacific ETF made up 0.03% of Lummis Asset Management's portfolio in Q2 2026, its #87 holding.
  • Lummis Asset Management first reported a position in Vanguard FTSE Pacific ETF in Q3 2025 and has held it in 4 quarters since.
  • Lummis Asset Management's Vanguard FTSE Pacific ETF position peaked at $1.4M in Q1 2026.
  • 455 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2026.

Based on Lummis Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.