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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
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 $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 $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Lummis Asset Management's VPL Position: Q1 2026 in Review

Lummis Asset Management increased its Vanguard FTSE Pacific ETF (VPL) stake by 2,973% in Q1 2026, buying an estimated $1.38M and bringing the position to 14,260 shares worth $1.4M. The position accounts for 0.84% of the portfolio, ranked #32.

Lummis Asset Management first reported a position in VPL in Q3 2025 and has held it in 3 quarters since. 429 funds tracked by Wall St. Rank hold VPL as of Q1 2026.

  • Lummis Asset Management held 14,260 shares of Vanguard FTSE Pacific ETF worth $1.4M as of Q1 2026.
  • Lummis Asset Management bought 13,796 Vanguard FTSE Pacific ETF shares in Q1 2026, an estimated $1.38M.
  • Vanguard FTSE Pacific ETF made up 0.84% of Lummis Asset Management's portfolio in Q1 2026, its #32 holding.
  • Lummis Asset Management first reported a position in Vanguard FTSE Pacific ETF in Q3 2025 and has held it in 3 quarters since.
  • 429 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q1 2026.

Based on Lummis Asset Management's 13F filing for Q1 2026, filed 11 May 2026.