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Marcum Wealth’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Marcum Wealth’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
2025
Q1 		$423K Buy
5,837
+209
+4% +$15.3K 0.04% 215
2024
Q4 		$400K Buy
5,628
+25
+0.4% +$1.87K 0.03% 224
2024
Q3 		$439K Sell
5,603
-863
-13% -$65.3K 0.04% 220
2024
Q2 		$480K Sell
6,466
-929
-13% -$68.7K 0.05% 198
2024
Q1 		$562K Sell
7,395
-9
-0.1% -$658 0.06% 176
2023
Q4 		$533K Buy
7,404
+110
+2% +$7.47K 0.06% 174
2023
Q3 		$488K Sell
7,294
-230
-3% -$16K 0.06% 175
2023
Q2 		$525K Sell
7,524
-1,352
-15% -$93.3K 0.06% 169
2023
Q1 		$602K Sell
8,876
-1,361
-13% -$91.4K 0.08% 150
2022
Q4 		$659K Buy
10,237
+281
+3% +$17.5K 0.09% 134
2022
Q3 		$572K Buy
9,956
+298
+3% +$19K 0.09% 143
2022
Q2 		$613K Buy
9,658
+3,179
+49% +$217K 0.09% 133
2022
Q1 		$480K Buy
6,479
+134
+2% +$10K 0.07% 165
2021
Q4 		$495K Buy
6,345
+1,853
+41% +$148K 0.07% 169
2021
Q3 		$364K Buy
4,492
+1,619
+56% +$134K 0.06% 208
2021
Q2 		$236K Buy
2,873
+162
+6% +$13.4K 0.04% 256
2021
Q1 		$221K Buy
+2,711
New +$223K 0.04% 267

Other funds holding VPL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Marcum Wealth's VPL Position: Q1 2025 in Review

Marcum Wealth increased its Vanguard FTSE Pacific ETF (VPL) stake by 3.7% in Q1 2025, buying an estimated $15.3K and bringing the position to 5,837 shares worth $423K. The position accounts for 0.04% of the portfolio, ranked #215.

Marcum Wealth first reported a position in VPL in Q1 2021 and has held it in 17 quarters since. The position peaked at $659K in Q4 2022. 359 funds tracked by Wall St. Rank hold VPL as of Q1 2025.

  • Marcum Wealth held 5,837 shares of Vanguard FTSE Pacific ETF worth $423K as of Q1 2025.
  • Marcum Wealth bought 209 Vanguard FTSE Pacific ETF shares in Q1 2025, an estimated $15.3K.
  • Vanguard FTSE Pacific ETF made up 0.04% of Marcum Wealth's portfolio in Q1 2025, its #215 holding.
  • Marcum Wealth first reported a position in Vanguard FTSE Pacific ETF in Q1 2021 and has held it in 17 quarters since.
  • Marcum Wealth's Vanguard FTSE Pacific ETF position peaked at $659K in Q4 2022.
  • 359 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.