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WealthPLAN Partners’s Vanguard FTSE Pacific ETF VPL Stock Holding History

WealthPLAN Partners’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
2016
Q3 		$49.3K Buy
+820
New +$48.3K 0.02% 336

Other funds holding VPL

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

WealthPLAN Partners's VPL Position: Q3 2016 in Review

WealthPLAN Partners opened a new position in Vanguard FTSE Pacific ETF (VPL) in Q3 2016: 820 shares worth $49.3K. The stake represents 0.02% of the portfolio and ranks #336 among its holdings.

177 funds tracked by Wall St. Rank hold VPL as of Q3 2016.

  • WealthPLAN Partners held 820 shares of Vanguard FTSE Pacific ETF worth $49.3K as of Q3 2016.
  • Vanguard FTSE Pacific ETF was a new WealthPLAN Partners position in Q3 2016.
  • Vanguard FTSE Pacific ETF made up 0.02% of WealthPLAN Partners's portfolio in Q3 2016, its #336 holding.
  • 177 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.