UAG
VPL icon

United Advisor Group’s Vanguard FTSE Pacific ETF VPL Stock Holding History

United Advisor Group’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
2024
Q4 		– Sell
-3,895
Closed -$305K – 400
2024
Q3 		$305K Buy
+3,895
New +$295K 0.07% 277

Other funds holding VPL

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

United Advisor Group's VPL Position: Q4 2024 in Review

United Advisor Group sold out of Vanguard FTSE Pacific ETF (VPL) in Q4 2024, closing a stake of 3,895 shares — an estimated $305K sold.

United Advisor Group first reported a position in VPL in Q3 2024 and held it in 1 quarter. The position peaked at $305K in Q3 2024. 356 funds tracked by Wall St. Rank hold VPL as of Q4 2024.

  • United Advisor Group reported no remaining Vanguard FTSE Pacific ETF position as of Q4 2024 after selling out during the quarter.
  • United Advisor Group sold 3,895 Vanguard FTSE Pacific ETF shares in Q4 2024, an estimated $305K.
  • United Advisor Group first reported a position in Vanguard FTSE Pacific ETF in Q3 2024 and held it in 1 quarter.
  • United Advisor Group's Vanguard FTSE Pacific ETF position peaked at $305K in Q3 2024.
  • 356 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q4 2024.

Based on United Advisor Group's 13F filing for Q4 2024, filed 24 Feb 2025.