PFO
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Pathstone Family Office’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Pathstone Family Office’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
Q1 		– Sell
-440
Closed -$35K – 1331
2020
Q4 		$35K Buy
+440
New +$32.4K ﹤0.01% 586

Other funds holding VPL

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Pathstone Family Office's VPL Position: Q1 2021 in Review

Pathstone Family Office sold out of Vanguard FTSE Pacific ETF (VPL) in Q1 2021, closing a stake of 440 shares — an estimated $35K sold.

Pathstone Family Office first reported a position in VPL in Q4 2020 and held it in 1 quarter. The position peaked at $35K in Q4 2020. 290 funds tracked by Wall St. Rank hold VPL as of Q1 2021.

  • Pathstone Family Office reported no remaining Vanguard FTSE Pacific ETF position as of Q1 2021 after selling out during the quarter.
  • Pathstone Family Office sold 440 Vanguard FTSE Pacific ETF shares in Q1 2021, an estimated $35K.
  • Pathstone Family Office first reported a position in Vanguard FTSE Pacific ETF in Q4 2020 and held it in 1 quarter.
  • Pathstone Family Office's Vanguard FTSE Pacific ETF position peaked at $35K in Q4 2020.
  • 290 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q1 2021.

Based on Pathstone Family Office's 13F filing for Q1 2021, filed 14 May 2021.