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

WMS 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
2021
Q1 		– Sell
-10,453
Closed -$832K – 255
2020
Q4 		$832K Hold
10,453
– – 0.14% 77
2020
Q3 		$711K Hold
10,453
– – 0.14% 84
2020
Q2 		$665K Buy
+10,453
New +$631K 0.14% 86

Other funds holding VPL

MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

WMS Partners's VPL Position: Q1 2021 in Review

WMS Partners sold out of Vanguard FTSE Pacific ETF (VPL) in Q1 2021, closing a stake of 10,453 shares — an estimated $832K sold.

WMS Partners first reported a position in VPL in Q2 2020 and held it in 3 quarters. The position peaked at $832K in Q4 2020. 291 funds tracked by Wall St. Rank hold VPL as of Q1 2021.

  • WMS Partners reported no remaining Vanguard FTSE Pacific ETF position as of Q1 2021 after selling out during the quarter.
  • WMS Partners sold 10,453 Vanguard FTSE Pacific ETF shares in Q1 2021, an estimated $832K.
  • WMS Partners first reported a position in Vanguard FTSE Pacific ETF in Q2 2020 and held it in 3 quarters.
  • WMS Partners's Vanguard FTSE Pacific ETF position peaked at $832K in Q4 2020.
  • 291 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q1 2021.

Based on WMS Partners's 13F filing for Q1 2021, filed 14 May 2021.