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 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 $11.5B AUM 18.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

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

Phillips Financial Management's VPL Position: Q2 2026 in Review

Phillips Financial Management held its Vanguard FTSE Pacific ETF (VPL) position steady in Q2 2026 at 1,075 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #223.

Phillips Financial Management first reported a position in VPL in Q1 2022 and has held it in 17 quarters since. The position peaked at $301K in Q4 2025. 455 funds tracked by Wall St. Rank hold VPL as of Q2 2026.

Phillips Financial Management held 1,075 shares of Vanguard FTSE Pacific ETF worth $124K as of Q2 2026.
Phillips Financial Management left its Vanguard FTSE Pacific ETF share count unchanged in Q2 2026.
Vanguard FTSE Pacific ETF made up 0.01% of Phillips Financial Management's portfolio in Q2 2026, its #223 holding.
Phillips Financial Management first reported a position in Vanguard FTSE Pacific ETF in Q1 2022 and has held it in 17 quarters since.
Phillips Financial Management's Vanguard FTSE Pacific ETF position peaked at $301K in Q4 2025.
455 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.