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Morningstar Investment Management’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Morningstar Investment 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
2019
Q2 		– Sell
-52,824
Closed -$3.48M – 23
2019
Q1 		$3.48M Sell
52,824
-5,586
-10% -$362K 1.75% 13
2018
Q4 		$3.54M Buy
+58,410
New +$3.78M 2.81% 12

Other funds holding VPL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morningstar Investment Management's VPL Position: Q2 2019 in Review

Morningstar Investment Management sold out of Vanguard FTSE Pacific ETF (VPL) in Q2 2019, closing a stake of 52,824 shares — an estimated $3.48M sold.

Morningstar Investment Management first reported a position in VPL in Q4 2018 and held it in 2 quarters. The position peaked at $3.54M in Q4 2018. 250 funds tracked by Wall St. Rank hold VPL as of Q2 2019.

  • Morningstar Investment Management reported no remaining Vanguard FTSE Pacific ETF position as of Q2 2019 after selling out during the quarter.
  • Morningstar Investment Management sold 52,824 Vanguard FTSE Pacific ETF shares in Q2 2019, an estimated $3.48M.
  • Morningstar Investment Management first reported a position in Vanguard FTSE Pacific ETF in Q4 2018 and held it in 2 quarters.
  • Morningstar Investment Management's Vanguard FTSE Pacific ETF position peaked at $3.54M in Q4 2018.
  • 250 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2019.

Based on Morningstar Investment Management's 13F filing for Q2 2019, filed 5 Aug 2019.