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Sand Hill Global Advisors’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Sand Hill Global 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
2017
Q1 		– Sell
-4,427
Closed -$257K – 93
2016
Q4 		$257K Buy
+4,427
New +$263K 0.04% 74
2016
Q2 		– Sell
-8,744
Closed -$483K – 83
2016
Q1 		$483K Sell
8,744
-3,895
-31% -$207K 0.07% 58
2015
Q4 		$716K Hold
12,639
– – 0.12% 59
2015
Q3 		$679K Hold
12,639
– – 0.11% 61
2015
Q2 		$771K Sell
12,639
-536
-4% -$33.9K 0.13% 61
2015
Q1 		$807K Hold
13,175
– – 0.13% 61
2014
Q4 		$749K Sell
13,175
-1,436
-10% -$83.7K 0.13% 61
2014
Q3 		$866K Sell
14,611
-445
-3% -$27.7K 0.14% 58
2014
Q2 		$937K Sell
15,056
-170
-1% -$10.2K 0.18% 58
2014
Q1 		$900K Hold
15,226
– – 0.18% 57
2013
Q4 		$933K Sell
15,226
-965
-6% -$59K 0.2% 57
2013
Q3 		$983K Buy
16,191
+1,640
+11% +$95.9K 0.17% 56
2013
Q2 		$812K Buy
+14,551
New +$851K 0.22% 51

Other funds holding VPL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $444M AUM 24.8% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Sand Hill Global Advisors's VPL Position: Q1 2017 in Review

Sand Hill Global Advisors sold out of Vanguard FTSE Pacific ETF (VPL) in Q1 2017, closing a stake of 4,427 shares — an estimated $257K sold.

Sand Hill Global Advisors first reported a position in VPL in Q2 2013 and held it in 13 quarters. The position peaked at $983K in Q3 2013. 191 funds tracked by Wall St. Rank hold VPL as of Q1 2017.

  • Sand Hill Global Advisors reported no remaining Vanguard FTSE Pacific ETF position as of Q1 2017 after selling out during the quarter.
  • Sand Hill Global Advisors sold 4,427 Vanguard FTSE Pacific ETF shares in Q1 2017, an estimated $257K.
  • Sand Hill Global Advisors first reported a position in Vanguard FTSE Pacific ETF in Q2 2013 and held it in 13 quarters.
  • Sand Hill Global Advisors's Vanguard FTSE Pacific ETF position peaked at $983K in Q3 2013.
  • 191 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q1 2017.

Based on Sand Hill Global Advisors's 13F filing for Q1 2017, filed 4 May 2017.