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

WFG 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
2017
Q2 		$30K Buy
455
+408
+868% +$26.4K 0.01% 847
2017
Q1 		$3K Sell
47
-408
-90% -$25.2K ﹤0.01% 1298
2016
Q4 		$26K Hold
455
– – 0.01% 876
2016
Q3 		$28K Hold
455
– – 0.01% 861
2016
Q2 		$25K Hold
455
– – 0.01% 870
2016
Q1 		$25K Buy
455
+26
+6% +$1.38K 0.01% 834
2015
Q4 		$24K Buy
429
+29
+7% +$1.66K 0.01% 848
2015
Q3 		$21K Hold
400
– – 0.01% 874
2015
Q2 		$24K Sell
400
-974
-71% -$61.5K 0.01% 928
2015
Q1 		$84K Sell
1,374
-77
-5% -$4.58K 0.02% 584
2014
Q4 		$83K Buy
1,451
+20
+1% +$1.17K 0.02% 699
2014
Q3 		$85K Hold
1,431
– – 0.02% 722
2014
Q2 		$89K Buy
1,431
+400
+39% +$24.1K 0.02% 699
2014
Q1 		$61K Sell
1,031
-7,202
-87% -$423K 0.01% 833
2013
Q4 		$505K Sell
8,233
-612
-7% -$37.4K 0.07% 309
2013
Q3 		$537K Buy
8,845
+5,496
+164% +$321K 0.08% 271
2013
Q2 		$187K Buy
+3,349
New +$196K 0.03% 475

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return

WFG Advisors's VPL Position: Q2 2017 in Review

WFG Advisors increased its Vanguard FTSE Pacific ETF (VPL) stake by 868% in Q2 2017, buying an estimated $26.4K and bringing the position to 455 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #847.

WFG Advisors first reported a position in VPL in Q2 2013 and has held it in 17 quarters since. The position peaked at $537K in Q3 2013. 203 funds tracked by Wall St. Rank hold VPL as of Q2 2017.

  • WFG Advisors held 455 shares of Vanguard FTSE Pacific ETF worth $30K as of Q2 2017.
  • WFG Advisors bought 408 Vanguard FTSE Pacific ETF shares in Q2 2017, an estimated $26.4K.
  • Vanguard FTSE Pacific ETF made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #847 holding.
  • WFG Advisors first reported a position in Vanguard FTSE Pacific ETF in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Vanguard FTSE Pacific ETF position peaked at $537K in Q3 2013.
  • 203 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.