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

Waverly 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
2026 Q2	$618K	Sell	5,342 -258	-5%	-$28.5K	﹤0.01%	1077
2026 Q1	$547K	Sell	5,600 -8,023	-59%	-$800K	﹤0.01%	1043
2025 Q4	$1.23M	Buy	13,623 +1,124	+9%	+$102K	0.01%	707
2025 Q3	$1.1M	Sell	12,499 -263	-2%	-$22.4K	0.01%	616
2025 Q2	$1.05M	Sell	12,762 -12,462	-49%	-$951K	0.01%	608
2025 Q1	$1.83M	Buy	25,224 +209	+0.8%	+$15.3K	0.02%	492
2024 Q4	$1.78M	Buy	+25,015	New	+$1.87M	0.03%	408

Other funds holding VPL

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.9% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

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

Waverly Advisors's VPL Position: Q2 2026 in Review

Waverly Advisors reduced its Vanguard FTSE Pacific ETF (VPL) stake by 4.6% in Q2 2026, selling an estimated $28.5K and leaving 5,342 shares worth $618K. The position accounts for ﹤0.01% of the portfolio, ranked #1077.

Waverly Advisors first reported a position in VPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.83M in Q1 2025. 457 funds tracked by Wall St. Rank hold VPL as of Q2 2026.

Waverly Advisors held 5,342 shares of Vanguard FTSE Pacific ETF worth $618K as of Q2 2026.
Waverly Advisors sold 258 Vanguard FTSE Pacific ETF shares in Q2 2026, an estimated $28.5K.
Vanguard FTSE Pacific ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1077 holding.
Waverly Advisors first reported a position in Vanguard FTSE Pacific ETF in Q4 2024 and has held it in 7 quarters since.
Waverly Advisors's Vanguard FTSE Pacific ETF position peaked at $1.83M in Q1 2025.
457 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.