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Moneta Group Investment Advisors’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Moneta Group Investment Advisors’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
2018
Q4 		– Sell
-542
Closed -$39K – 252
2018
Q3 		$39K Sell
542
-8
-1% -$557 ﹤0.01% 235
2018
Q2 		$39K Buy
+550
New +$40K ﹤0.01% 323

Other funds holding VPL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Moneta Group Investment Advisors's VPL Position: Q4 2018 in Review

Moneta Group Investment Advisors sold out of Vanguard FTSE Pacific ETF (VPL) in Q4 2018, closing a stake of 542 shares — an estimated $39K sold.

Moneta Group Investment Advisors first reported a position in VPL in Q2 2018 and held it in 2 quarters. The position peaked at $39K in Q3 2018. 258 funds tracked by Wall St. Rank hold VPL as of Q4 2018.

  • Moneta Group Investment Advisors reported no remaining Vanguard FTSE Pacific ETF position as of Q4 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 542 Vanguard FTSE Pacific ETF shares in Q4 2018, an estimated $39K.
  • Moneta Group Investment Advisors first reported a position in Vanguard FTSE Pacific ETF in Q2 2018 and held it in 2 quarters.
  • Moneta Group Investment Advisors's Vanguard FTSE Pacific ETF position peaked at $39K in Q3 2018.
  • 258 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q4 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.