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 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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 $1.37T AUM 24.88% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Sonoma Private Wealth's VPL Position: Q1 2026 in Review

Sonoma Private Wealth reduced its Vanguard FTSE Pacific ETF (VPL) stake by 40% in Q1 2026, selling an estimated $140K and leaving 2,087 shares worth $204K. The position accounts for 0.25% of the portfolio, ranked #66.

Sonoma Private Wealth first reported a position in VPL in Q1 2024 and has held it in 7 quarters since. The position peaked at $916K in Q3 2024. 432 funds tracked by Wall St. Rank hold VPL as of Q1 2026.

Sonoma Private Wealth held 2,087 shares of Vanguard FTSE Pacific ETF worth $204K as of Q1 2026.
Sonoma Private Wealth sold 1,399 Vanguard FTSE Pacific ETF shares in Q1 2026, an estimated $140K.
Vanguard FTSE Pacific ETF made up 0.25% of Sonoma Private Wealth's portfolio in Q1 2026, its #66 holding.
Sonoma Private Wealth first reported a position in Vanguard FTSE Pacific ETF in Q1 2024 and has held it in 7 quarters since.
Sonoma Private Wealth's Vanguard FTSE Pacific ETF position peaked at $916K in Q3 2024.
432 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q1 2026.

Based on Sonoma Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.