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Plan Group Financial’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Plan Group Financial’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
2025
Q1 		– Sell
-14,423
Closed -$1.02M – 157
2024
Q4 		$1.02M Sell
14,423
-352
-2% -$26.3K 0.54% 41
2024
Q3 		$1.16M Buy
14,775
+109
+0.7% +$8.25K 0.61% 33
2024
Q2 		$1.09M Sell
14,666
-3,629
-20% -$268K 0.67% 27
2024
Q1 		$1.39M Sell
18,295
-280
-2% -$20.5K 0.91% 26
2023
Q4 		$1.34M Sell
18,575
-729
-4% -$49.5K 1.17% 20
2023
Q3 		$1.29M Buy
+19,304
New +$1.34M 0.93% 23

Other funds holding VPL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Plan Group Financial's VPL Position: Q1 2025 in Review

Plan Group Financial sold out of Vanguard FTSE Pacific ETF (VPL) in Q1 2025, closing a stake of 14,423 shares — an estimated $1.02M sold.

Plan Group Financial first reported a position in VPL in Q3 2023 and held it in 6 quarters. The position peaked at $1.39M in Q1 2024. 358 funds tracked by Wall St. Rank hold VPL as of Q1 2025.

  • Plan Group Financial reported no remaining Vanguard FTSE Pacific ETF position as of Q1 2025 after selling out during the quarter.
  • Plan Group Financial sold 14,423 Vanguard FTSE Pacific ETF shares in Q1 2025, an estimated $1.02M.
  • Plan Group Financial first reported a position in Vanguard FTSE Pacific ETF in Q3 2023 and held it in 6 quarters.
  • Plan Group Financial's Vanguard FTSE Pacific ETF position peaked at $1.39M in Q1 2024.
  • 358 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q1 2025.

Based on Plan Group Financial's 13F filing for Q1 2025, filed 9 May 2025.