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

Modera 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
2022
Q3 		– Sell
-4,133
Closed -$262K – 346
2022
Q2 		$262K Buy
4,133
+213
+5% +$14.6K 0.01% 278
2022
Q1 		$290K Buy
3,920
+20
+0.5% +$1.5K 0.01% 288
2021
Q4 		$304K Buy
3,900
+136
+4% +$10.9K 0.01% 411
2021
Q3 		$305K Buy
3,764
+365
+11% +$30.1K 0.02% 207
2021
Q2 		$280K Hold
3,399
– – 0.02% 189
2021
Q1 		$278K Sell
3,399
-230
-6% -$18.9K 0.02% 182
2020
Q4 		$289K Buy
3,629
+230
+7% +$16.9K 0.02% 183
2020
Q3 		$231K Buy
+3,399
New +$227K 0.03% 140

Other funds holding VPL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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 $424B AUM 22.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Modera Wealth Management's VPL Position: Q3 2022 in Review

Modera Wealth Management sold out of Vanguard FTSE Pacific ETF (VPL) in Q3 2022, closing a stake of 4,133 shares — an estimated $262K sold.

Modera Wealth Management first reported a position in VPL in Q3 2020 and held it in 8 quarters. The position peaked at $305K in Q3 2021. 298 funds tracked by Wall St. Rank hold VPL as of Q3 2022.

  • Modera Wealth Management reported no remaining Vanguard FTSE Pacific ETF position as of Q3 2022 after selling out during the quarter.
  • Modera Wealth Management sold 4,133 Vanguard FTSE Pacific ETF shares in Q3 2022, an estimated $262K.
  • Modera Wealth Management first reported a position in Vanguard FTSE Pacific ETF in Q3 2020 and held it in 8 quarters.
  • Modera Wealth Management's Vanguard FTSE Pacific ETF position peaked at $305K in Q3 2021.
  • 298 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q3 2022.

Based on Modera Wealth Management's 13F filing for Q3 2022, filed 1 Nov 2022.