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Mount Yale Investment Advisors’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Mount Yale 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
2026
Q2 		$205K Buy
+1,770
New +$196K ﹤0.01% 1143
2026
Q1 		– Sell
-2,612
Closed -$236K – 1131
2025
Q4 		$236K Sell
2,612
-216
-8% -$19.5K 0.01% 655
2025
Q3 		$248K Buy
+2,828
New +$241K 0.02% 564

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 $104B AUM 28.3% 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

Mount Yale Investment Advisors's VPL Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in Vanguard FTSE Pacific ETF (VPL) in Q2 2026: 1,770 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #1143 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in VPL as recently as Q4 2025.

Mount Yale Investment Advisors first reported a position in VPL in Q3 2025 and has held it in 3 quarters since. The position peaked at $248K in Q3 2025. 457 funds tracked by Wall St. Rank hold VPL as of Q2 2026.

  • Mount Yale Investment Advisors held 1,770 shares of Vanguard FTSE Pacific ETF worth $205K as of Q2 2026.
  • Vanguard FTSE Pacific ETF was a new Mount Yale Investment Advisors position in Q2 2026.
  • Vanguard FTSE Pacific ETF made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1143 holding.
  • Mount Yale Investment Advisors first reported a position in Vanguard FTSE Pacific ETF in Q3 2025 and has held it in 3 quarters since.
  • Mount Yale Investment Advisors's Vanguard FTSE Pacific ETF position peaked at $248K in Q3 2025.
  • 457 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.