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SVB Wealth’s Vanguard FTSE Pacific ETF VPL Stock Holding History

SVB 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
2022
Q1 		– Sell
-4,616
Closed -$360K – 846
2021
Q4 		$360K Sell
4,616
-576
-11% -$46K 0.01% 521
2021
Q3 		$421K Buy
+5,192
New +$428K 0.01% 660
2020
Q3 		– Sell
-20
Closed -$1K – 766
2020
Q2 		$1K Sell
20
-8,052
-100% -$486K ﹤0.01% 633
2020
Q1 		$445K Sell
8,072
-2,830
-26% -$181K 0.01% 332
2019
Q4 		$759K Buy
+10,902
New +$748K 0.01% 348

Other funds holding VPL

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SVB Wealth's VPL Position: Q1 2022 in Review

SVB Wealth sold out of Vanguard FTSE Pacific ETF (VPL) in Q1 2022, closing a stake of 4,616 shares — an estimated $360K sold.

SVB Wealth first reported a position in VPL in Q4 2019 and held it in 5 quarters. The position peaked at $759K in Q4 2019. 306 funds tracked by Wall St. Rank hold VPL as of Q1 2022.

  • SVB Wealth reported no remaining Vanguard FTSE Pacific ETF position as of Q1 2022 after selling out during the quarter.
  • SVB Wealth sold 4,616 Vanguard FTSE Pacific ETF shares in Q1 2022, an estimated $360K.
  • SVB Wealth first reported a position in Vanguard FTSE Pacific ETF in Q4 2019 and held it in 5 quarters.
  • SVB Wealth's Vanguard FTSE Pacific ETF position peaked at $759K in Q4 2019.
  • 306 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q1 2022.

Based on SVB Wealth's 13F filing for Q1 2022, filed 13 May 2022.