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

MorganRosel 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
2026
Q2 		$5.74M Buy
49,598
+752
+2% +$83.1K 1.94% 12
2026
Q1 		$4.77M Buy
+48,846
New +$4.87M 1.88% 15

Other funds holding VPL

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $2.79B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

MorganRosel Wealth Management's VPL Position: Q2 2026 in Review

MorganRosel Wealth Management increased its Vanguard FTSE Pacific ETF (VPL) stake by 1.5% in Q2 2026, buying an estimated $83.1K and bringing the position to 49,598 shares worth $5.74M. The position accounts for 1.94% of the portfolio, ranked #12.

MorganRosel Wealth Management first reported a position in VPL in Q1 2026 and has held it in 2 quarters since. 455 funds tracked by Wall St. Rank hold VPL as of Q2 2026.

  • MorganRosel Wealth Management held 49,598 shares of Vanguard FTSE Pacific ETF worth $5.74M as of Q2 2026.
  • MorganRosel Wealth Management bought 752 Vanguard FTSE Pacific ETF shares in Q2 2026, an estimated $83.1K.
  • Vanguard FTSE Pacific ETF made up 1.94% of MorganRosel Wealth Management's portfolio in Q2 2026, its #12 holding.
  • MorganRosel Wealth Management first reported a position in Vanguard FTSE Pacific ETF in Q1 2026 and has held it in 2 quarters since.
  • 455 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2026.

Based on MorganRosel Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.