WFAG
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Wescott Financial Advisory Group’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Wescott Financial Advisory 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
2025
Q3 		– Sell
-4,412
Closed -$363K – 179
2025
Q2 		$363K Buy
+4,412
New +$337K 0.03% 135

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Janney Montgomery Scott
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WA
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $3.36B AUM 17.9% 1-Year Est. Return

Wescott Financial Advisory Group's VPL Position: Q3 2025 in Review

Wescott Financial Advisory Group sold out of Vanguard FTSE Pacific ETF (VPL) in Q3 2025, closing a stake of 4,412 shares — an estimated $363K sold.

Wescott Financial Advisory Group first reported a position in VPL in Q2 2025 and held it in 1 quarter. The position peaked at $363K in Q2 2025. 380 funds tracked by Wall St. Rank hold VPL as of Q3 2025.

  • Wescott Financial Advisory Group reported no remaining Vanguard FTSE Pacific ETF position as of Q3 2025 after selling out during the quarter.
  • Wescott Financial Advisory Group sold 4,412 Vanguard FTSE Pacific ETF shares in Q3 2025, an estimated $363K.
  • Wescott Financial Advisory Group first reported a position in Vanguard FTSE Pacific ETF in Q2 2025 and held it in 1 quarter.
  • Wescott Financial Advisory Group's Vanguard FTSE Pacific ETF position peaked at $363K in Q2 2025.
  • 380 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q3 2025.

Based on Wescott Financial Advisory Group's 13F filing for Q3 2025, filed 5 Nov 2025.