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

Navigation 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 		$326K Sell
2,821
-13
-0.5% -$1.44K 0.45% 27
2026
Q1 		$277K Buy
2,834
+289
+11% +$28.8K 1% 27
2025
Q4 		$230K Buy
2,545
+6
+0.2% +$542 0.34% 28
2025
Q3 		$223K Buy
+2,539
New +$216K 0.33% 26

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

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

Navigation Wealth Management reduced its Vanguard FTSE Pacific ETF (VPL) stake by 0.46% in Q2 2026, selling an estimated $1.44K and leaving 2,821 shares worth $326K. The position accounts for 0.45% of the portfolio, ranked #27.

Navigation Wealth Management first reported a position in VPL in Q3 2025 and has held it in 4 quarters since. 455 funds tracked by Wall St. Rank hold VPL as of Q2 2026.

  • Navigation Wealth Management held 2,821 shares of Vanguard FTSE Pacific ETF worth $326K as of Q2 2026.
  • Navigation Wealth Management sold 13 Vanguard FTSE Pacific ETF shares in Q2 2026, an estimated $1.44K.
  • Vanguard FTSE Pacific ETF made up 0.45% of Navigation Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Navigation Wealth Management first reported a position in Vanguard FTSE Pacific ETF in Q3 2025 and has held it in 4 quarters since.
  • 455 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2026.

Based on Navigation Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.