MWM
VPL icon

Meridian Wealth Management’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Meridian Wealth 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 		$4.46M Sell
45,596
-596
-1% -$59.5K 0.16% 125
2025
Q4 		$4.18M Sell
46,192
-1,562
-3% -$141K 0.15% 130
2025
Q3 		$4.19M Sell
47,754
-16
-0% -$1.36K 0.16% 118
2025
Q2 		$3.93M Buy
47,770
+158
+0.3% +$12.1K 0.17% 129
2025
Q1 		$3.45M Buy
47,612
+931
+2% +$68.2K 0.17% 135
2024
Q4 		$3.32M Sell
46,681
-72
-0.2% -$5.38K 0.16% 139
2024
Q3 		$3.66M Buy
+46,753
New +$3.54M 0.18% 124
2024
Q1 		– Sell
-44,160
Closed -$3.18M – 554
2023
Q4 		$3.18M Buy
+44,160
New +$3M 0.2% 113

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 $564B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return