SS
VPL icon

Simplicity Solutions’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Simplicity Solutions’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
2023
Q4 		$17.5M Buy
243,610
+222,033
+1,029% +$15.1M 0.48% 35
2023
Q3 		$1.44M Buy
21,577
+1,020
+5% +$70.9K 0.05% 346
2023
Q2 		$1.43M Sell
20,557
-17,667
-46% -$1.22M 0.04% 378
2023
Q1 		$2.59M Buy
38,224
+24,491
+178% +$1.64M 0.07% 253
2022
Q4 		$884K Buy
+13,733
New +$857K 0.12% 217
2022
Q1 		– Sell
-21,916
Closed -$1.71M – 649
2021
Q4 		$1.71M Buy
+21,916
New +$1.75M 0.19% 138
2021
Q2 		– Sell
-15,363
Closed -$1.25M – 572
2021
Q1 		$1.25M Buy
15,363
+1,884
+14% +$155K 0.28% 78
2020
Q4 		$1.07M Buy
13,479
+5,324
+65% +$392K 0.02% 522
2020
Q3 		$555K Buy
8,155
+10
+0.1% +$668 0.01% 606
2020
Q2 		$518K Buy
8,145
+59
+0.7% +$3.56K 0.01% 625
2020
Q1 		$446K Sell
8,086
-13,540
-63% -$865K 0.01% 516
2019
Q4 		$1.5M Buy
21,626
+6,719
+45% +$461K 0.05% 291
2019
Q3 		$985K Buy
14,907
+473
+3% +$30.8K 0.04% 301
2019
Q2 		$954K Buy
14,434
+7,303
+102% +$478K 0.04% 263
2019
Q1 		$470K Buy
7,131
+2,749
+63% +$178K 0.03% 416
2018
Q4 		$266K Sell
4,382
-21,036
-83% -$1.36M 0.03% 483
2018
Q3 		$1.81M Buy
25,418
+6,367
+33% +$443K 0.1% 110
2018
Q2 		$1.33M Buy
+19,051
New +$1.39M 0.1% 123

Other funds holding VPL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Simplicity Solutions's VPL Position: Q4 2023 in Review

Simplicity Solutions increased its Vanguard FTSE Pacific ETF (VPL) stake by 1,029% in Q4 2023, buying an estimated $15.1M and bringing the position to 243,610 shares worth $17.5M. The position accounts for 0.48% of the portfolio, ranked #35.

Simplicity Solutions first reported a position in VPL in Q2 2018 and has held it in 18 quarters since. 348 funds tracked by Wall St. Rank hold VPL as of Q4 2023.

  • Simplicity Solutions held 243,610 shares of Vanguard FTSE Pacific ETF worth $17.5M as of Q4 2023.
  • Simplicity Solutions bought 222,033 Vanguard FTSE Pacific ETF shares in Q4 2023, an estimated $15.1M.
  • Vanguard FTSE Pacific ETF made up 0.48% of Simplicity Solutions's portfolio in Q4 2023, its #35 holding.
  • Simplicity Solutions first reported a position in Vanguard FTSE Pacific ETF in Q2 2018 and has held it in 18 quarters since.
  • 348 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.