MAFM
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Mid Atlantic Financial Management’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Mid Atlantic Financial 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
2021
Q3 		$438K Sell
5,410
-137
-2% -$11.3K 0.03% 506
2021
Q2 		$457K Buy
5,547
+1,909
+52% +$158K 0.03% 501
2021
Q1 		$297K Buy
+3,638
New +$299K 0.02% 633

Other funds holding VPL

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Mid Atlantic Financial Management's VPL Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Vanguard FTSE Pacific ETF (VPL) stake by 2.5% in Q3 2021, selling an estimated $11.3K and leaving 5,410 shares worth $438K. The position accounts for 0.03% of the portfolio, ranked #506.

Mid Atlantic Financial Management first reported a position in VPL in Q1 2021 and has held it in 3 quarters since. The position peaked at $457K in Q2 2021. 290 funds tracked by Wall St. Rank hold VPL as of Q3 2021.

  • Mid Atlantic Financial Management held 5,410 shares of Vanguard FTSE Pacific ETF worth $438K as of Q3 2021.
  • Mid Atlantic Financial Management sold 137 Vanguard FTSE Pacific ETF shares in Q3 2021, an estimated $11.3K.
  • Vanguard FTSE Pacific ETF made up 0.03% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #506 holding.
  • Mid Atlantic Financial Management first reported a position in Vanguard FTSE Pacific ETF in Q1 2021 and has held it in 3 quarters since.
  • Mid Atlantic Financial Management's Vanguard FTSE Pacific ETF position peaked at $457K in Q2 2021.
  • 290 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.