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Naples Money Management’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Naples Money 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
2024
Q3 		– Sell
-172
Closed -$12.7K – 443
2024
Q2 		$12.7K Buy
+172
New +$12.7K 0.01% 161

Other funds holding VPL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Naples Money Management's VPL Position: Q3 2024 in Review

Naples Money Management sold out of Vanguard FTSE Pacific ETF (VPL) in Q3 2024, closing a stake of 172 shares — an estimated $12.7K sold.

Naples Money Management first reported a position in VPL in Q2 2024 and held it in 1 quarter. The position peaked at $12.7K in Q2 2024. 352 funds tracked by Wall St. Rank hold VPL as of Q3 2024.

  • Naples Money Management reported no remaining Vanguard FTSE Pacific ETF position as of Q3 2024 after selling out during the quarter.
  • Naples Money Management sold 172 Vanguard FTSE Pacific ETF shares in Q3 2024, an estimated $12.7K.
  • Naples Money Management first reported a position in Vanguard FTSE Pacific ETF in Q2 2024 and held it in 1 quarter.
  • Naples Money Management's Vanguard FTSE Pacific ETF position peaked at $12.7K in Q2 2024.
  • 352 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.