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Sage Advisory Services’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Sage Advisory Services’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
2019
Q2 		– Sell
-129,090
Closed -$8.5M – 60
2019
Q1 		$8.5M Buy
129,090
+640
+0.5% +$41.4K 0.81% 27
2018
Q4 		$7.78M Buy
128,450
+8,373
+7% +$543K 0.81% 25
2018
Q3 		$8.53M Buy
120,077
+8,560
+8% +$596K 0.81% 29
2018
Q2 		$7.8M Sell
111,517
-231,414
-67% -$16.8M 0.77% 29
2018
Q1 		$25M Sell
342,931
-189,541
-36% -$14M 2.51% 11
2017
Q4 		$38.8M Buy
532,472
+347,931
+189% +$24.8M 3.89% 6
2017
Q3 		$12.6M Buy
+184,541
New +$12.4M 1.35% 19

Other funds holding VPL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sage Advisory Services's VPL Position: Q2 2019 in Review

Sage Advisory Services sold out of Vanguard FTSE Pacific ETF (VPL) in Q2 2019, closing a stake of 129,090 shares — an estimated $8.5M sold.

Sage Advisory Services first reported a position in VPL in Q3 2017 and held it in 7 quarters. The position peaked at $38.8M in Q4 2017. 250 funds tracked by Wall St. Rank hold VPL as of Q2 2019.

  • Sage Advisory Services reported no remaining Vanguard FTSE Pacific ETF position as of Q2 2019 after selling out during the quarter.
  • Sage Advisory Services sold 129,090 Vanguard FTSE Pacific ETF shares in Q2 2019, an estimated $8.5M.
  • Sage Advisory Services first reported a position in Vanguard FTSE Pacific ETF in Q3 2017 and held it in 7 quarters.
  • Sage Advisory Services's Vanguard FTSE Pacific ETF position peaked at $38.8M in Q4 2017.
  • 250 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2019.

Based on Sage Advisory Services's 13F filing for Q2 2019, filed 26 Jul 2019.