PF
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PlanVest Financial’s Vanguard FTSE Pacific ETF VPL Stock Holding History

PlanVest 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
2026
Q2 		$3.47K Hold
30
– – ﹤0.01% 488
2026
Q1 		$2.93K Buy
+30
New +$2.99K ﹤0.01% 468

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 $103B AUM 28.65% 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

PlanVest Financial's VPL Position: Q2 2026 in Review

PlanVest Financial held its Vanguard FTSE Pacific ETF (VPL) position steady in Q2 2026 at 30 shares worth $3.47K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

PlanVest Financial first reported a position in VPL in Q1 2026 and has held it in 2 quarters since. 445 funds tracked by Wall St. Rank hold VPL as of Q2 2026.

  • PlanVest Financial held 30 shares of Vanguard FTSE Pacific ETF worth $3.47K as of Q2 2026.
  • PlanVest Financial left its Vanguard FTSE Pacific ETF share count unchanged in Q2 2026.
  • Vanguard FTSE Pacific ETF made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #488 holding.
  • PlanVest Financial first reported a position in Vanguard FTSE Pacific ETF in Q1 2026 and has held it in 2 quarters since.
  • 445 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.