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Sonoma Private Wealth’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Sonoma Private 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 		$245K Buy
2,120
+33
+2% +$3.65K 0.26% 68
2026
Q1 		$204K Sell
2,087
-1,399
-40% -$140K 0.25% 66
2025
Q4 		$315K Buy
3,486
+498
+17% +$45K 0.38% 55
2025
Q3 		$262K Buy
+2,988
New +$254K 0.31% 65
2025
Q1 		– Sell
-10,949
Closed -$778K – 87
2024
Q4 		$778K Sell
10,949
-741
-6% -$55.3K 1.26% 26
2024
Q3 		$916K Buy
11,690
+130
+1% +$9.84K 1.43% 18
2024
Q2 		$858K Sell
11,560
-25
-0.2% -$1.85K 1.39% 19
2024
Q1 		$881K Buy
+11,585
New +$847K 1.42% 17

Other funds holding VPL

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $2.79B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
Janney Montgomery Scott
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

Sonoma Private Wealth's VPL Position: Q2 2026 in Review

Sonoma Private Wealth increased its Vanguard FTSE Pacific ETF (VPL) stake by 1.6% in Q2 2026, buying an estimated $3.65K and bringing the position to 2,120 shares worth $245K. The position accounts for 0.26% of the portfolio, ranked #68.

Sonoma Private Wealth first reported a position in VPL in Q1 2024 and has held it in 8 quarters since. The position peaked at $916K in Q3 2024. 455 funds tracked by Wall St. Rank hold VPL as of Q2 2026.

  • Sonoma Private Wealth held 2,120 shares of Vanguard FTSE Pacific ETF worth $245K as of Q2 2026.
  • Sonoma Private Wealth bought 33 Vanguard FTSE Pacific ETF shares in Q2 2026, an estimated $3.65K.
  • Vanguard FTSE Pacific ETF made up 0.26% of Sonoma Private Wealth's portfolio in Q2 2026, its #68 holding.
  • Sonoma Private Wealth first reported a position in Vanguard FTSE Pacific ETF in Q1 2024 and has held it in 8 quarters since.
  • Sonoma Private Wealth's Vanguard FTSE Pacific ETF position peaked at $916K in Q3 2024.
  • 455 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2026.

Based on Sonoma Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.