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Private Wealth Advisors (California)’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Private Wealth Advisors (California)’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 		$10.1M Sell
87,412
-2,433
-3% -$269K 2.59% 9
2026
Q1 		$8.78M Sell
89,845
-17,369
-16% -$1.73M 2.47% 7
2025
Q4 		$9.69M Buy
107,214
+3,763
+4% +$340K 3.1% 6
2025
Q3 		$9.09M Sell
103,451
-932
-0.9% -$79.4K 3.06% 6
2025
Q2 		$8.58M Buy
104,383
+947
+0.9% +$72.3K 3.15% 7
2025
Q1 		$7.49M Buy
103,436
+3,575
+4% +$262K 2.71% 9
2024
Q4 		$7.09M Buy
99,861
+3,338
+3% +$249K 2.78% 10
2024
Q3 		$7.55M Sell
96,523
-16,278
-14% -$1.23M 2.89% 9
2024
Q2 		$8.33M Buy
112,801
+2,614
+2% +$193K 3.21% 9
2024
Q1 		$8.38M Sell
110,187
-96,452
-47% -$7.06M 3.41% 8
2023
Q4 		$14.9M Sell
206,639
-52,081
-20% -$3.54M 5.81% 3
2023
Q3 		$17.3M Buy
258,720
+1,424
+0.6% +$98.9K 7.32% 3
2023
Q2 		$17.9M Buy
257,296
+14,334
+6% +$990K 7.33% 3
2023
Q1 		$16.5M Buy
242,962
+12,234
+5% +$821K 6.93% 3
2022
Q4 		$14.8M Sell
230,728
-33,871
-13% -$2.11M 5% 4
2022
Q3 		$15.2M Buy
264,599
+610
+0.2% +$39K 7.07% 3
2022
Q2 		$17.8M Buy
263,989
+7,742
+3% +$529K 6.57% 3
2022
Q1 		$19M Sell
256,247
-26,302
-9% -$1.97M 6.05% 4
2021
Q4 		$22M Buy
282,549
+3,669
+1% +$293K 4.72% 4
2021
Q3 		$21.7M Buy
278,880
+7,267
+3% +$599K 5.19% 2
2021
Q2 		$22.4M Buy
271,613
+20,562
+8% +$1.71M 6.85% 3
2021
Q1 		$20.5M Buy
251,051
+58,083
+30% +$4.77M 6.95% 3
2020
Q4 		$15.9M Buy
192,968
+19,204
+11% +$1.41M 5.48% 4
2020
Q3 		$11.8M Buy
173,764
+29,718
+21% +$1.99M 6.12% 4
2020
Q2 		$9.17M Buy
144,046
+20,110
+16% +$1.21M 6.39% 3
2020
Q1 		$6.84M Buy
123,936
+93,946
+313% +$6M 5.6% 6
2019
Q4 		$2.09M Buy
29,990
+21,815
+267% +$1.5M 1.2% 24
2019
Q3 		$540K Buy
8,175
+1,087
+15% +$70.7K 0.35% 41
2019
Q2 		$467K Hold
7,088
– – 0.32% 43
2019
Q1 		$467K Buy
7,088
+1,983
+39% +$128K 0.32% 43
2018
Q4 		$310K Buy
+5,105
New +$331K 0.25% 43

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

Private Wealth Advisors (California)'s VPL Position: Q2 2026 in Review

Private Wealth Advisors (California) reduced its Vanguard FTSE Pacific ETF (VPL) stake by 2.7% in Q2 2026, selling an estimated $269K and leaving 87,412 shares worth $10.1M. The position accounts for 2.59% of the portfolio, ranked #9.

Private Wealth Advisors (California) first reported a position in VPL in Q4 2018 and has held it in 31 quarters since. The position peaked at $22.4M in Q2 2021. 455 funds tracked by Wall St. Rank hold VPL as of Q2 2026.

  • Private Wealth Advisors (California) held 87,412 shares of Vanguard FTSE Pacific ETF worth $10.1M as of Q2 2026.
  • Private Wealth Advisors (California) sold 2,433 Vanguard FTSE Pacific ETF shares in Q2 2026, an estimated $269K.
  • Vanguard FTSE Pacific ETF made up 2.59% of Private Wealth Advisors (California)'s portfolio in Q2 2026, its #9 holding.
  • Private Wealth Advisors (California) first reported a position in Vanguard FTSE Pacific ETF in Q4 2018 and has held it in 31 quarters since.
  • Private Wealth Advisors (California)'s Vanguard FTSE Pacific ETF position peaked at $22.4M in Q2 2021.
  • 455 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q2 2026, filed 6 Aug 2026.