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Secure Asset Management’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Secure Asset 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
2025
Q3 		– Sell
-2,789
Closed -$229K – 337
2025
Q2 		$229K Buy
+2,789
New +$213K 0.04% 287

Other funds holding VPL

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $3.36B AUM 17.9% 1-Year Est. Return

Secure Asset Management's VPL Position: Q3 2025 in Review

Secure Asset Management sold out of Vanguard FTSE Pacific ETF (VPL) in Q3 2025, closing a stake of 2,789 shares — an estimated $229K sold.

Secure Asset Management first reported a position in VPL in Q2 2025 and held it in 1 quarter. The position peaked at $229K in Q2 2025. 380 funds tracked by Wall St. Rank hold VPL as of Q3 2025.

  • Secure Asset Management reported no remaining Vanguard FTSE Pacific ETF position as of Q3 2025 after selling out during the quarter.
  • Secure Asset Management sold 2,789 Vanguard FTSE Pacific ETF shares in Q3 2025, an estimated $229K.
  • Secure Asset Management first reported a position in Vanguard FTSE Pacific ETF in Q2 2025 and held it in 1 quarter.
  • Secure Asset Management's Vanguard FTSE Pacific ETF position peaked at $229K in Q2 2025.
  • 380 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q3 2025.

Based on Secure Asset Management's 13F filing for Q3 2025, filed 9 Oct 2025.