MMPW
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Mitchell McLeod Pugh & Williams’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Mitchell McLeod Pugh & Williams’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
Q3 		– Sell
-4,952
Closed -$407K – 289
2025
Q2 		$407K Sell
4,952
-768
-13% -$58.6K 0.08% 202
2025
Q1 		$414K Buy
+5,720
New +$419K 0.09% 192

Other funds holding VPL

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $3.36B AUM 17.9% 1-Year Est. Return

Mitchell McLeod Pugh & Williams's VPL Position: Q3 2025 in Review

Mitchell McLeod Pugh & Williams sold out of Vanguard FTSE Pacific ETF (VPL) in Q3 2025, closing a stake of 4,952 shares — an estimated $407K sold.

Mitchell McLeod Pugh & Williams first reported a position in VPL in Q1 2025 and held it in 2 quarters. The position peaked at $414K in Q1 2025. 380 funds tracked by Wall St. Rank hold VPL as of Q3 2025.

  • Mitchell McLeod Pugh & Williams reported no remaining Vanguard FTSE Pacific ETF position as of Q3 2025 after selling out during the quarter.
  • Mitchell McLeod Pugh & Williams sold 4,952 Vanguard FTSE Pacific ETF shares in Q3 2025, an estimated $407K.
  • Mitchell McLeod Pugh & Williams first reported a position in Vanguard FTSE Pacific ETF in Q1 2025 and held it in 2 quarters.
  • Mitchell McLeod Pugh & Williams's Vanguard FTSE Pacific ETF position peaked at $414K in Q1 2025.
  • 380 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q3 2025.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q3 2025, filed 30 Oct 2025.