Rothschild & Co Wealth Management (UK)’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Rothschild & Co Wealth Management (UK)’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
2024 Q4	–	Sell	-54,030	Closed	-$4.24M	–	33
2024 Q3	$4.24M	Hold	54,030	–	–	0.07%	20
2024 Q2	$4.01M	Hold	54,030	–	–	0.07%	19
2024 Q1	$4.11M	Hold	54,030	–	–	0.07%	19
2023 Q4	$3.89M	Hold	54,030	–	–	0.06%	20
2023 Q3	$3.61M	Buy	54,030 +17,900	+50%	+$1.24M	0.06%	23
2023 Q2	$2.52M	Buy	+36,130	New	+$2.49M	0.05%	24

Other funds holding VPL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Rothschild & Co Wealth Management (UK)'s VPL Position: Q4 2024 in Review

Rothschild & Co Wealth Management (UK) sold out of Vanguard FTSE Pacific ETF (VPL) in Q4 2024, closing a stake of 54,030 shares — an estimated $4.24M sold.

Rothschild & Co Wealth Management (UK) first reported a position in VPL in Q2 2023 and held it in 6 quarters. The position peaked at $4.24M in Q3 2024. 356 funds tracked by Wall St. Rank hold VPL as of Q4 2024.

Rothschild & Co Wealth Management (UK) reported no remaining Vanguard FTSE Pacific ETF position as of Q4 2024 after selling out during the quarter.
Rothschild & Co Wealth Management (UK) sold 54,030 Vanguard FTSE Pacific ETF shares in Q4 2024, an estimated $4.24M.
Rothschild & Co Wealth Management (UK) first reported a position in Vanguard FTSE Pacific ETF in Q2 2023 and held it in 6 quarters.
Rothschild & Co Wealth Management (UK)'s Vanguard FTSE Pacific ETF position peaked at $4.24M in Q3 2024.
356 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q4 2024.

Based on Rothschild & Co Wealth Management (UK)'s 13F filing for Q4 2024, filed 17 Jan 2025.