Montecito Bank & Trust
VPL icon

Montecito Bank & Trust’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Montecito Bank & Trust’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
Q3 		$2.68M Buy
23,134
+85
+0.4% +$9.7K 0.41% 57
2026
Q2 		$2.67M Buy
23,049
+95
+0.4% +$10.5K 0.4% 60
2026
Q1 		$2.24M Buy
22,954
+2,738
+14% +$273K 0.37% 60
2025
Q4 		$1.83M Buy
20,216
+900
+5% +$81.4K 0.29% 75
2025
Q3 		$1.7M Buy
+19,316
New +$1.65M 0.26% 84
2025
Q1 		$916K Sell
12,639
-345
-3% -$25.3K 0.16% 142
2024
Q4 		$922K Sell
12,984
-414
-3% -$30.9K 0.16% 139
2024
Q3 		$1.05M Buy
13,398
+1,271
+10% +$96.2K 0.18% 131
2024
Q2 		$900K Sell
12,127
-3,844
-24% -$284K 0.18% 120
2024
Q1 		$1.21M Buy
15,971
+1,820
+13% +$133K 0.24% 96
2023
Q4 		$1.02M Sell
14,151
-1,880
-12% -$128K 0.22% 118
2023
Q3 		$1.07M Buy
16,031
+70
+0.4% +$4.86K 0.25% 99
2023
Q2 		$1.11M Buy
15,961
+1,810
+13% +$125K 0.25% 102
2023
Q1 		$960K Buy
14,151
+1,200
+9% +$80.6K 0.23% 112
2022
Q4 		$833K Buy
12,951
+740
+6% +$46.2K 0.2% 124
2022
Q3 		$701K Buy
12,211
+2,080
+21% +$133K 0.18% 128
2022
Q2 		$643K Sell
10,131
-575
-5% -$39.3K 0.15% 154
2022
Q1 		$793K Buy
10,706
+1,000
+10% +$74.7K 0.15% 145
2021
Q4 		$757K Buy
9,706
+2,125
+28% +$170K 0.13% 149
2021
Q3 		$614K Buy
7,581
+4,775
+170% +$394K 0.12% 161
2021
Q2 		$231K Buy
2,806
+125
+5% +$10.4K 0.04% 241
2021
Q1 		$219K Sell
2,681
-50
-2% -$4.11K 0.05% 233
2020
Q4 		$217K Buy
+2,731
New +$201K 0.05% 222
2020
Q2 		– Sell
-4,864
Closed -$268K – 206
2020
Q1 		$268K Buy
4,864
+100
+2% +$6.39K 0.09% 163
2019
Q4 		$331K Sell
4,764
-430
-8% -$29.5K 0.09% 179
2019
Q3 		$343K Buy
5,194
+60
+1% +$3.9K 0.1% 171
2019
Q2 		$339K Sell
5,134
-900
-15% -$58.9K 0.1% 171
2019
Q1 		$397K Buy
+6,034
New +$391K 0.12% 162

Other funds holding VPL

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Presilium Private Wealth
Presilium Private Wealth Radnor, Pennsylvania $679M AUM 9.34% 1-Year Est. Return
Tanager Wealth Management
Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return
Addis & Hill
Addis & Hill Wayne, Pennsylvania $181M AUM 13.54% 1-Year Est. Return
Moller Wealth Partners
Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return
WealthBridge Investment Counsel
WealthBridge Investment Counsel Calgary, Alberta, Canada $377M AUM 31.86% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Montecito Bank & Trust's VPL Position: Q3 2026 in Review

Montecito Bank & Trust increased its Vanguard FTSE Pacific ETF (VPL) stake by 0.37% in Q3 2026, buying an estimated $9.7K and bringing the position to 23,134 shares worth $2.68M. The position accounts for 0.41% of the portfolio, ranked #57.

Montecito Bank & Trust first reported a position in VPL in Q1 2019 and has held it in 28 quarters since. 138 funds tracked by Wall St. Rank hold VPL as of Q3 2026.

  • Montecito Bank & Trust held 23,134 shares of Vanguard FTSE Pacific ETF worth $2.68M as of Q3 2026.
  • Montecito Bank & Trust bought 85 Vanguard FTSE Pacific ETF shares in Q3 2026, an estimated $9.7K.
  • Vanguard FTSE Pacific ETF made up 0.41% of Montecito Bank & Trust's portfolio in Q3 2026, its #57 holding.
  • Montecito Bank & Trust first reported a position in Vanguard FTSE Pacific ETF in Q1 2019 and has held it in 28 quarters since.
  • 138 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q3 2026.

Based on Montecito Bank & Trust's 13F filing for Q3 2026, filed 1 Oct 2026.