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Tiedemann Advisors’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Tiedemann 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
2021
Q3 		– Sell
-3,269
Closed -$269K – 368
2021
Q2 		$269K Hold
3,269
– – 0.01% 299
2021
Q1 		$267K Sell
3,269
-290
-8% -$23.8K 0.01% 279
2020
Q4 		$284K Sell
3,559
-8,531
-71% -$627K 0.01% 264
2020
Q3 		$824K Sell
12,090
-10,841
-47% -$724K 0.04% 190
2020
Q2 		$1.46M Sell
22,931
-57,334
-71% -$3.46M 0.08% 131
2020
Q1 		$4.43M Sell
80,265
-179,256
-69% -$11.4M 0.29% 58
2019
Q4 		$18.1M Sell
259,521
-72,246
-22% -$4.95M 0.87% 30
2019
Q3 		$21.9M Sell
331,767
-29,783
-8% -$1.94M 1.05% 24
2019
Q2 		$23.9M Sell
361,550
-149,142
-29% -$9.77M 1.2% 20
2019
Q1 		$33.6M Sell
510,692
-533,079
-51% -$34.5M 1.58% 11
2018
Q4 		$63.3M Buy
1,043,771
+1,032,517
+9,175% +$66.9M 3.24% 5
2018
Q3 		$803K Sell
11,254
-437
-4% -$30.4K 0.05% 189
2018
Q2 		$818K Buy
+11,691
New +$850K 0.05% 186

Other funds holding VPL

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Tiedemann Advisors's VPL Position: Q3 2021 in Review

Tiedemann Advisors sold out of Vanguard FTSE Pacific ETF (VPL) in Q3 2021, closing a stake of 3,269 shares — an estimated $269K sold.

Tiedemann Advisors first reported a position in VPL in Q2 2018 and held it in 13 quarters. The position peaked at $63.3M in Q4 2018. 290 funds tracked by Wall St. Rank hold VPL as of Q3 2021.

  • Tiedemann Advisors reported no remaining Vanguard FTSE Pacific ETF position as of Q3 2021 after selling out during the quarter.
  • Tiedemann Advisors sold 3,269 Vanguard FTSE Pacific ETF shares in Q3 2021, an estimated $269K.
  • Tiedemann Advisors first reported a position in Vanguard FTSE Pacific ETF in Q2 2018 and held it in 13 quarters.
  • Tiedemann Advisors's Vanguard FTSE Pacific ETF position peaked at $63.3M in Q4 2018.
  • 290 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q3 2021.

Based on Tiedemann Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.