WIM
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Westside Investment Management’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Westside Investment 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
2018
Q4 		$24.3K Buy
+400
New +$25.9K 0.01% 365
2018
Q3 		– Sell
-400
Closed -$27.5K – 816
2018
Q2 		$27.5K Hold
400
– – 0.01% 355
2018
Q1 		$28.6K Hold
400
– – 0.02% 332
2017
Q4 		$30.1K Hold
400
– – 0.02% 338
2017
Q3 		$27.4K Hold
400
– – 0.02% 343
2017
Q2 		$26K Hold
400
– – 0.02% 344
2017
Q1 		$25.2K Buy
+400
New +$24.7K 0.01% 328

Other funds holding VPL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Westside Investment Management's VPL Position: Q4 2018 in Review

Westside Investment Management opened a new position in Vanguard FTSE Pacific ETF (VPL) in Q4 2018: 400 shares worth $24.3K. The stake represents 0.01% of the portfolio and ranks #365 among its holdings. This is a return to the name: Westside Investment Management previously reported a position in VPL as recently as Q2 2018.

Westside Investment Management first reported a position in VPL in Q1 2017 and has held it in 7 quarters since. The position peaked at $30.1K in Q4 2017. 258 funds tracked by Wall St. Rank hold VPL as of Q4 2018.

  • Westside Investment Management held 400 shares of Vanguard FTSE Pacific ETF worth $24.3K as of Q4 2018.
  • Vanguard FTSE Pacific ETF was a new Westside Investment Management position in Q4 2018.
  • Vanguard FTSE Pacific ETF made up 0.01% of Westside Investment Management's portfolio in Q4 2018, its #365 holding.
  • Westside Investment Management first reported a position in Vanguard FTSE Pacific ETF in Q1 2017 and has held it in 7 quarters since.
  • Westside Investment Management's Vanguard FTSE Pacific ETF position peaked at $30.1K in Q4 2017.
  • 258 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q4 2018.

Based on Westside Investment Management's 13F filing for Q4 2018, filed 5 Feb 2019.