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Surevest’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Surevest’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
Q3 		– Sell
-4,019
Closed -$266K – 137
2019
Q2 		$266K Sell
4,019
-4,524
-53% -$296K 0.14% 118
2019
Q1 		$563K Sell
8,543
-2,945
-26% -$191K 0.35% 92
2018
Q4 		$696K Buy
+11,488
New +$744K 0.55% 46

Other funds holding VPL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Surevest's VPL Position: Q3 2019 in Review

Surevest sold out of Vanguard FTSE Pacific ETF (VPL) in Q3 2019, closing a stake of 4,019 shares — an estimated $266K sold.

Surevest first reported a position in VPL in Q4 2018 and held it in 3 quarters. The position peaked at $696K in Q4 2018. 233 funds tracked by Wall St. Rank hold VPL as of Q3 2019.

  • Surevest reported no remaining Vanguard FTSE Pacific ETF position as of Q3 2019 after selling out during the quarter.
  • Surevest sold 4,019 Vanguard FTSE Pacific ETF shares in Q3 2019, an estimated $266K.
  • Surevest first reported a position in Vanguard FTSE Pacific ETF in Q4 2018 and held it in 3 quarters.
  • Surevest's Vanguard FTSE Pacific ETF position peaked at $696K in Q4 2018.
  • 233 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q3 2019.

Based on Surevest's 13F filing for Q3 2019, filed 15 Oct 2019.