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Tolleson Wealth Management’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Tolleson Wealth Management’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 		$311K Sell
2,684
-98
-4% -$10.8K 0.04% 82
2026
Q1 		$272K Hold
2,782
– – 0.04% 82
2025
Q4 		$251K Sell
2,782
-2,222
-44% -$201K 0.04% 87
2025
Q3 		$440K Hold
5,004
– – 0.07% 67
2025
Q2 		$411K Hold
5,004
– – 0.07% 66
2025
Q1 		$363K Sell
5,004
-409
-8% -$30K 0.07% 66
2024
Q4 		$385K Sell
5,413
-253
-4% -$18.9K 0.08% 71
2024
Q3 		$444K Sell
5,666
-4,566
-45% -$346K 0.08% 60
2024
Q2 		$759K Sell
10,232
-966
-9% -$71.4K 0.15% 49
2024
Q1 		$851K Sell
11,198
-9,467
-46% -$693K 0.17% 46
2023
Q4 		$1.49M Sell
20,665
-15,940
-44% -$1.08M 0.31% 34
2023
Q3 		$2.45M Buy
36,605
+2,596
+8% +$180K 0.59% 20
2023
Q2 		$2.37M Sell
34,009
-42,820
-56% -$2.96M 0.57% 23
2023
Q1 		$5.21M Sell
76,829
-138,849
-64% -$9.32M 1.35% 13
2022
Q4 		$13.9M Sell
215,678
-135,591
-39% -$8.46M 3.76% 5
2022
Q3 		$20.2M Buy
351,269
+5,144
+1% +$329K 6.08% 3
2022
Q2 		$22M Buy
346,125
+112,410
+48% +$7.69M 6.21% 3
2022
Q1 		$17.3M Sell
233,715
-27,200
-10% -$2.03M 5.13% 2
2021
Q4 		$20.4M Buy
260,915
+12,347
+5% +$987K 5.48% 3
2021
Q3 		$20.1M Sell
248,568
-899
-0.4% -$74.2K 5.7% 3
2021
Q2 		$20.5M Buy
249,467
+35,175
+16% +$2.92M 5.53% 3
2021
Q1 		$17.5M Sell
214,292
-1,134
-0.5% -$93.2K 5.29% 4
2020
Q4 		$17.1M Buy
215,426
+9,665
+5% +$711K 5.68% 3
2020
Q3 		$14M Buy
205,761
+390
+0.2% +$26.1K 5.66% 3
2020
Q2 		$13.1M Sell
205,371
-65,569
-24% -$3.96M 5.72% 4
2020
Q1 		$14.9M Buy
+270,940
New +$17.3M 6.53% 4

Other funds holding VPL

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Tolleson Wealth Management's VPL Position: Q2 2026 in Review

Tolleson Wealth Management reduced its Vanguard FTSE Pacific ETF (VPL) stake by 3.5% in Q2 2026, selling an estimated $10.8K and leaving 2,684 shares worth $311K. The position accounts for 0.04% of the portfolio, ranked #82.

Tolleson Wealth Management first reported a position in VPL in Q1 2020 and has held it in 26 quarters since. The position peaked at $22M in Q2 2022. 455 funds tracked by Wall St. Rank hold VPL as of Q2 2026.

  • Tolleson Wealth Management held 2,684 shares of Vanguard FTSE Pacific ETF worth $311K as of Q2 2026.
  • Tolleson Wealth Management sold 98 Vanguard FTSE Pacific ETF shares in Q2 2026, an estimated $10.8K.
  • Vanguard FTSE Pacific ETF made up 0.04% of Tolleson Wealth Management's portfolio in Q2 2026, its #82 holding.
  • Tolleson Wealth Management first reported a position in Vanguard FTSE Pacific ETF in Q1 2020 and has held it in 26 quarters since.
  • Tolleson Wealth Management's Vanguard FTSE Pacific ETF position peaked at $22M in Q2 2022.
  • 455 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2026.

Based on Tolleson Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.