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Portland Financial Advisors’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Portland Financial Advisors’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 		$654K Hold
5,655
– – 1.19% 24
2026
Q1 		$553K Hold
5,655
– – 1.15% 30
2025
Q4 		$511K Sell
5,655
-119
-2% -$10.8K 1.09% 31
2025
Q3 		$507K Buy
5,774
+60
+1% +$5.11K 1.08% 31
2025
Q2 		$470K Buy
5,714
+395
+7% +$30.1K 1.13% 32
2025
Q1 		$385K Sell
5,319
-430
-7% -$31.5K 0.99% 38
2024
Q4 		$408K Buy
+5,749
New +$429K 1.1% 34

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

Portland Financial Advisors's VPL Position: Q2 2026 in Review

Portland Financial Advisors held its Vanguard FTSE Pacific ETF (VPL) position steady in Q2 2026 at 5,655 shares worth $654K. The position accounts for 1.19% of the portfolio, ranked #24.

Portland Financial Advisors first reported a position in VPL in Q4 2024 and has held it in 7 quarters since. 455 funds tracked by Wall St. Rank hold VPL as of Q2 2026.

  • Portland Financial Advisors held 5,655 shares of Vanguard FTSE Pacific ETF worth $654K as of Q2 2026.
  • Portland Financial Advisors left its Vanguard FTSE Pacific ETF share count unchanged in Q2 2026.
  • Vanguard FTSE Pacific ETF made up 1.19% of Portland Financial Advisors's portfolio in Q2 2026, its #24 holding.
  • Portland Financial Advisors first reported a position in Vanguard FTSE Pacific ETF in Q4 2024 and has held it in 7 quarters since.
  • 455 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2026.

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