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Summit Trail Advisors’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Summit Trail 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
2019
Q2 		– Sell
-6,483
Closed -$427K – 91
2019
Q1 		$427K Buy
+6,483
New +$420K 0.18% 47
2018
Q2 		– Sell
-13,620
Closed -$500K – 684
2018
Q1 		$500K Buy
+13,620
New +$1.01M 0.08% 210

Other funds holding VPL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Summit Trail Advisors's VPL Position: Q2 2019 in Review

Summit Trail Advisors sold out of Vanguard FTSE Pacific ETF (VPL) in Q2 2019, closing a stake of 6,483 shares — an estimated $427K sold.

Summit Trail Advisors first reported a position in VPL in Q1 2018 and held it in 2 quarters. The position peaked at $500K in Q1 2018. 250 funds tracked by Wall St. Rank hold VPL as of Q2 2019.

  • Summit Trail Advisors reported no remaining Vanguard FTSE Pacific ETF position as of Q2 2019 after selling out during the quarter.
  • Summit Trail Advisors sold 6,483 Vanguard FTSE Pacific ETF shares in Q2 2019, an estimated $427K.
  • Summit Trail Advisors first reported a position in Vanguard FTSE Pacific ETF in Q1 2018 and held it in 2 quarters.
  • Summit Trail Advisors's Vanguard FTSE Pacific ETF position peaked at $500K in Q1 2018.
  • 250 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2019.

Based on Summit Trail Advisors's 13F filing for Q2 2019, filed 8 Aug 2019.