Robertson Stephens Wealth Management
VPL icon

Robertson Stephens Wealth Management’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Robertson Stephens Wealth Management’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
Q3 		$6.5M Buy
56,095
+1,459
+3% +$166K 0.16% 101
2026
Q2 		$6.32M Buy
54,636
+87
+0.2% +$9.6K 0.16% 110
2026
Q1 		$5.33M Sell
54,549
-70
-0.1% -$6.98K 0.15% 119
2025
Q4 		$4.94M Buy
54,619
+3,736
+7% +$338K 0.13% 121
2025
Q3 		$4.47M Sell
50,883
-655
-1% -$55.8K 0.14% 112
2025
Q2 		$4.24M Buy
51,538
+4,594
+10% +$351K 0.13% 119
2025
Q1 		$3.4M Sell
46,944
-809
-2% -$59.3K 0.12% 141
2024
Q4 		$3.39M Sell
47,753
-107,368
-69% -$8.02M 0.12% 150
2024
Q3 		$12.2M Buy
155,121
+141,459
+1,035% +$10.7M 0.44% 49
2024
Q2 		$1.01M Sell
13,662
-7,267
-35% -$537K 0.05% 225
2024
Q1 		$1.59M Sell
20,929
-6
-0% -$439 0.08% 179
2023
Q4 		$1.51M Buy
20,935
+328
+2% +$22.3K 0.09% 175
2023
Q3 		$1.38M Sell
20,607
-790
-4% -$54.9K 0.09% 167
2023
Q2 		$1.49M Sell
21,397
-327
-2% -$22.6K 0.11% 160
2023
Q1 		$1.47M Sell
21,724
-182
-0.8% -$12.2K 0.11% 154
2022
Q4 		$1.41M Buy
+21,906
New +$1.37M 0.14% 140

Other funds holding VPL

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Garde Capital
Garde Capital Seattle, Washington $1.8B AUM 11.9% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Willis Johnson & Associates
Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Greenwood Gearhart
Greenwood Gearhart Fayetteville, Arkansas $2.21B AUM 17.9% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Presilium Private Wealth
Presilium Private Wealth Radnor, Pennsylvania $679M AUM 9.34% 1-Year Est. Return
Tanager Wealth Management
Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

Robertson Stephens Wealth Management's VPL Position: Q3 2026 in Review

Robertson Stephens Wealth Management increased its Vanguard FTSE Pacific ETF (VPL) stake by 2.7% in Q3 2026, buying an estimated $166K and bringing the position to 56,095 shares worth $6.5M. The position accounts for 0.16% of the portfolio, ranked #101.

Robertson Stephens Wealth Management first reported a position in VPL in Q4 2022 and has held it in 16 quarters since. The position peaked at $12.2M in Q3 2024. 227 funds tracked by Wall St. Rank hold VPL as of Q3 2026.

  • Robertson Stephens Wealth Management held 56,095 shares of Vanguard FTSE Pacific ETF worth $6.5M as of Q3 2026.
  • Robertson Stephens Wealth Management bought 1,459 Vanguard FTSE Pacific ETF shares in Q3 2026, an estimated $166K.
  • Vanguard FTSE Pacific ETF made up 0.16% of Robertson Stephens Wealth Management's portfolio in Q3 2026, its #101 holding.
  • Robertson Stephens Wealth Management first reported a position in Vanguard FTSE Pacific ETF in Q4 2022 and has held it in 16 quarters since.
  • Robertson Stephens Wealth Management's Vanguard FTSE Pacific ETF position peaked at $12.2M in Q3 2024.
  • 227 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q3 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.