Next Financial Group’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Next Financial Group’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
2021 Q4	$359K	Buy	4,602 +20	+0.4%	+$1.6K	0.02%	669
2021 Q3	$372K	Buy	4,582 +338	+8%	+$27.9K	0.03%	591
2021 Q2	$349K	Buy	4,244 +576	+16%	+$47.8K	0.03%	605
2021 Q1	$299K	Buy	+3,668	New	+$301K	0.03%	627
2020 Q3	–	Sell	-4,617	Closed	-$294K	–	2224
2020 Q2	$294K	Sell	4,617 -296	-6%	-$17.9K	0.03%	426
2020 Q1	$271K	Buy	4,913 +129	+3%	+$8.24K	0.03%	451
2019 Q4	$333K	Buy	+4,784	New	+$328K	0.03%	485
2017 Q1	–	Sell	-153	Closed	-$9K	–	2300
2016 Q4	$9K	Sell	153 -158	-51%	-$9.4K	﹤0.01%	1711
2016 Q3	$19K	Buy	+311	New	+$18.3K	﹤0.01%	1398
2014 Q4	–	Sell	-311	Closed	-$18K	–	2377
2014 Q3	$18K	Buy	+311	New	+$19.4K	﹤0.01%	1483

Other funds holding VPL

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Next Financial Group's VPL Position: Q4 2021 in Review

Next Financial Group increased its Vanguard FTSE Pacific ETF (VPL) stake by 0.44% in Q4 2021, buying an estimated $1.6K and bringing the position to 4,602 shares worth $359K. The position accounts for 0.02% of the portfolio, ranked #669.

Next Financial Group first reported a position in VPL in Q3 2014 and has held it in 10 quarters since. The position peaked at $372K in Q3 2021. 310 funds tracked by Wall St. Rank hold VPL as of Q4 2021.

Next Financial Group held 4,602 shares of Vanguard FTSE Pacific ETF worth $359K as of Q4 2021.
Next Financial Group bought 20 Vanguard FTSE Pacific ETF shares in Q4 2021, an estimated $1.6K.
Vanguard FTSE Pacific ETF made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #669 holding.
Next Financial Group first reported a position in Vanguard FTSE Pacific ETF in Q3 2014 and has held it in 10 quarters since.
Next Financial Group's Vanguard FTSE Pacific ETF position peaked at $372K in Q3 2021.
310 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.