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

Simplicity Wealth’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
2026 Q2	$268K	Sell	2,317 -698	-23%	-$77.2K	0.01%	878
2026 Q1	$295K	Sell	3,015 -5,397	-64%	-$538K	0.02%	600
2025 Q4	$760K	Buy	8,412 +28	+0.3%	+$2.53K	0.05%	340
2025 Q3	$736K	Sell	8,384 -8,914	-52%	-$759K	0.04%	361
2025 Q2	$1.42M	Sell	17,298 -855	-5%	-$65.3K	0.06%	260
2025 Q1	$1.32M	Buy	+18,153	New	+$1.33M	0.1%	208
2024 Q4	–	Sell	-17,685	Closed	-$1.39M	–	513
2024 Q3	$1.39M	Sell	17,685 -31,040	-64%	-$2.35M	0.13%	147
2024 Q2	$3.61M	Sell	48,725 -2,602	-5%	-$192K	0.08%	244
2024 Q1	$3.9M	Buy	51,327 +37,732	+278%	+$2.76M	0.09%	223
2023 Q4	$979K	Buy	+13,595	New	+$923K	0.38%	47

Other funds holding VPL

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Simplicity Wealth's VPL Position: Q2 2026 in Review

Simplicity Wealth reduced its Vanguard FTSE Pacific ETF (VPL) stake by 23% in Q2 2026, selling an estimated $77.2K and leaving 2,317 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #878.

Simplicity Wealth first reported a position in VPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.9M in Q1 2024. 455 funds tracked by Wall St. Rank hold VPL as of Q2 2026.

Simplicity Wealth held 2,317 shares of Vanguard FTSE Pacific ETF worth $268K as of Q2 2026.
Simplicity Wealth sold 698 Vanguard FTSE Pacific ETF shares in Q2 2026, an estimated $77.2K.
Vanguard FTSE Pacific ETF made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #878 holding.
Simplicity Wealth first reported a position in Vanguard FTSE Pacific ETF in Q4 2023 and has held it in 10 quarters since.
Simplicity Wealth's Vanguard FTSE Pacific ETF position peaked at $3.9M in Q1 2024.
455 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.