OGC
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Oak Grove Capital’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Oak Grove Capital’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
2018
Q4 		– Sell
-600
Closed -$43K – 153
2018
Q3 		$43K Hold
600
– – 0.04% 80
2018
Q2 		$42K Hold
600
– – 0.04% 71
2018
Q1 		$44K Buy
+600
New +$44.4K 0.05% 72

Other funds holding VPL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Oak Grove Capital's VPL Position: Q4 2018 in Review

Oak Grove Capital sold out of Vanguard FTSE Pacific ETF (VPL) in Q4 2018, closing a stake of 600 shares — an estimated $43K sold.

Oak Grove Capital first reported a position in VPL in Q1 2018 and held it in 3 quarters. The position peaked at $44K in Q1 2018. 258 funds tracked by Wall St. Rank hold VPL as of Q4 2018.

  • Oak Grove Capital reported no remaining Vanguard FTSE Pacific ETF position as of Q4 2018 after selling out during the quarter.
  • Oak Grove Capital sold 600 Vanguard FTSE Pacific ETF shares in Q4 2018, an estimated $43K.
  • Oak Grove Capital first reported a position in Vanguard FTSE Pacific ETF in Q1 2018 and held it in 3 quarters.
  • Oak Grove Capital's Vanguard FTSE Pacific ETF position peaked at $44K in Q1 2018.
  • 258 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q4 2018.

Based on Oak Grove Capital's 13F filing for Q4 2018, filed 15 Feb 2019.