Phillips Financial Management’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Phillips Financial 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 Q3	$124K	Hold	1,075	–	–	0.01%	217
2026 Q2	$124K	Hold	1,075	–	–	0.01%	223
2026 Q1	$105K	Sell	1,075 -2,250	-68%	-$224K	0.01%	216
2025 Q4	$301K	Hold	3,325	–	–	0.02%	169
2025 Q3	$292K	Hold	3,325	–	–	0.02%	176
2025 Q2	$273K	Hold	3,325	–	–	0.02%	165
2025 Q1	$241K	Hold	3,325	–	–	0.02%	169
2024 Q4	$236K	Hold	3,325	–	–	0.02%	165
2024 Q3	$261K	Hold	3,325	–	–	0.02%	160
2024 Q2	$247K	Sell	3,325 -348	-9%	-$25.7K	0.02%	161
2024 Q1	$279K	Hold	3,673	–	–	0.02%	158
2023 Q4	$265K	Hold	3,673	–	–	0.02%	154
2023 Q3	$246K	Hold	3,673	–	–	0.02%	154
2023 Q2	$256K	Hold	3,673	–	–	0.02%	152
2023 Q1	$249K	Hold	3,673	–	–	0.02%	150
2022 Q4	$236K	Hold	3,673	–	–	0.02%	140
2022 Q3	$211K	Buy	+3,673	New	+$235K	0.02%	139
2022 Q2	–	Sell	-3,908	Closed	-$289K	–	143
2022 Q1	$289K	Buy	+3,908	New	+$292K	0.03%	127

Other funds holding VPL

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

Addis & Hill Wayne, Pennsylvania $181M AUM 13.54% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

WealthBridge Investment Counsel Calgary, Alberta, Canada $377M AUM 31.86% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Phillips Financial Management's VPL Position: Q3 2026 in Review

Phillips Financial Management held its Vanguard FTSE Pacific ETF (VPL) position steady in Q3 2026 at 1,075 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #217.

Phillips Financial Management first reported a position in VPL in Q1 2022 and has held it in 18 quarters since. The position peaked at $301K in Q4 2025. 100 funds tracked by Wall St. Rank hold VPL as of Q3 2026.

Phillips Financial Management held 1,075 shares of Vanguard FTSE Pacific ETF worth $124K as of Q3 2026.
Phillips Financial Management left its Vanguard FTSE Pacific ETF share count unchanged in Q3 2026.
Vanguard FTSE Pacific ETF made up 0.01% of Phillips Financial Management's portfolio in Q3 2026, its #217 holding.
Phillips Financial Management first reported a position in Vanguard FTSE Pacific ETF in Q1 2022 and has held it in 18 quarters since.
Phillips Financial Management's Vanguard FTSE Pacific ETF position peaked at $301K in Q4 2025.
100 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.