SFWA
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Summit Financial Wealth Advisors’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Summit Financial Wealth Advisors’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 		$570K Hold
4,926
– – 0.07% 118
2026
Q1 		$481K Hold
4,926
– – 0.07% 120
2025
Q4 		$445K Buy
+4,926
New +$445K 0.06% 116

Other funds holding VPL

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
AH
Addis & Hill Wayne, Pennsylvania $181M AUM 21.74% 1-Year Est. Return
WIC
WealthBridge Investment Counsel Calgary, Alberta, Canada $375M AUM 37.9% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

Summit Financial Wealth Advisors's VPL Position: Q2 2026 in Review

Summit Financial Wealth Advisors held its Vanguard FTSE Pacific ETF (VPL) position steady in Q2 2026 at 4,926 shares worth $570K. The position accounts for 0.07% of the portfolio, ranked #118.

Summit Financial Wealth Advisors first reported a position in VPL in Q4 2025 and has held it in 3 quarters since. 79 funds tracked by Wall St. Rank hold VPL as of Q2 2026.

  • Summit Financial Wealth Advisors held 4,926 shares of Vanguard FTSE Pacific ETF worth $570K as of Q2 2026.
  • Summit Financial Wealth Advisors left its Vanguard FTSE Pacific ETF share count unchanged in Q2 2026.
  • Vanguard FTSE Pacific ETF made up 0.07% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #118 holding.
  • Summit Financial Wealth Advisors first reported a position in Vanguard FTSE Pacific ETF in Q4 2025 and has held it in 3 quarters since.
  • 79 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.