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Phillips Wealth Planners’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Phillips Wealth Planners’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 		$346K Sell
3,078
-109
-3% -$12K 0.25% 122
2026
Q1 		$365K Sell
3,187
-7,103
-69% -$709K 0.27% 123
2025
Q4 		$991K Buy
10,290
+189
+2% +$17.1K 0.8% 35
2025
Q3 		$915K Sell
10,101
-202
-2% -$17.2K 0.76% 36
2025
Q2 		$837K Sell
10,303
-10,262
-50% -$783K 0.76% 36
2025
Q1 		$1.44M Buy
20,565
+869
+4% +$63.7K 1.52% 8
2024
Q4 		$1.38M Buy
19,696
+848
+4% +$63.3K 1.37% 11
2024
Q3 		$1.44M Buy
18,848
+915
+5% +$69.3K 1.38% 10
2024
Q2 		$1.37M Buy
17,933
+40
+0.2% +$2.96K 1.45% 8
2024
Q1 		$1.29M Buy
17,893
+1,382
+8% +$101K 1.48% 7
2023
Q4 		$1.17M Sell
16,511
-1,144
-6% -$77.7K 1.41% 13
2023
Q3 		$1.15M Buy
17,655
+472
+3% +$32.8K 1.55% 11
2023
Q2 		$1.2M Buy
17,183
+760
+5% +$52.5K 1.57% 9
2023
Q1 		$1.12M Buy
16,423
+124
+0.8% +$8.32K 1.48% 11
2022
Q4 		$1.12M Buy
+16,299
New +$1.02M 1.96% 10

Other funds holding VPL

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
Janney Montgomery Scott
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 Wealth Planners's VPL Position: Q2 2026 in Review

Phillips Wealth Planners reduced its Vanguard FTSE Pacific ETF (VPL) stake by 3.4% in Q2 2026, selling an estimated $12K and leaving 3,078 shares worth $346K. The position accounts for 0.25% of the portfolio, ranked #122.

Phillips Wealth Planners first reported a position in VPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.44M in Q3 2024. 455 funds tracked by Wall St. Rank hold VPL as of Q2 2026.

  • Phillips Wealth Planners held 3,078 shares of Vanguard FTSE Pacific ETF worth $346K as of Q2 2026.
  • Phillips Wealth Planners sold 109 Vanguard FTSE Pacific ETF shares in Q2 2026, an estimated $12K.
  • Vanguard FTSE Pacific ETF made up 0.25% of Phillips Wealth Planners's portfolio in Q2 2026, its #122 holding.
  • Phillips Wealth Planners first reported a position in Vanguard FTSE Pacific ETF in Q4 2022 and has held it in 15 quarters since.
  • Phillips Wealth Planners's Vanguard FTSE Pacific ETF position peaked at $1.44M in Q3 2024.
  • 455 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.