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VPL Institutional Ownership

Vanguard FTSE Pacific ETF
1W: +0.6% 1M: +2.5% 3M: +2.5% YTD: +28.7% 1Y: +37.6% 3Y: +92.4% 5Y: +65.0%
$118.11
+1.84 (+1.58%)
 
Weekly Expected Move ±3.0%
$111 $115 $118 $122 $125
ETF AMEX · AUM $14.8B

Institutional Ownership — VPL

491
Institutional Holders
+18 vs prior quarter
0.0%
Ownership
+0.00pp
4B
Total Invested
70
New Positions
115
Increased
194
Reduced
33
Closed
1.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (537 total)

# Holder Shares Value Change Change % Holding Period Filing
1 MATHER GROUP, LLC. 6,163,820 $728M +242,086 +4.1% 39Q SEC ↗
2 MORGAN STANLEY 1,793,171 $212M -3,207,117 -64.1% 60Q SEC ↗
3 Sixth Street Partners Management Compa NEW 1,517,720 $179M — +0.0% 1Q SEC ↗
4 CHARLES SCHWAB INVESTMENT MANAGEMENT I 1,517,720 $179M -57,877 -3.7% 15Q SEC ↗
5 Elm Partners Management LLC 1,250,547 $148M +25,285 +2.1% 31Q SEC ↗
6 BANK OF AMERICA CORP /DE 1,028,708 $122M -44,492 -4.1% 15Q SEC ↗
7 HighTower Advisors, LLC 1,000,669 $118M -2,689 -0.3% 22Q SEC ↗
8 UBS Group AG 920,555 $109M +6,256 +0.7% 47Q SEC ↗
9 GenTrust, LLC 863,654 $102M -69,207 -7.4% 22Q SEC ↗
10 Janney Montgomery Scott LLC 773,443 $91M -27,501 -3.4% 44Q SEC ↗
11 LINCOLN NATIONAL CORP 740,397 $87M -33,446 -4.3% 15Q SEC ↗
12 Haverford Trust Co 700,993 $83M -62,258 -8.2% 15Q SEC ↗
13 ENVESTNET ASSET MANAGEMENT INC 665,407 $79M -11,416 -1.7% 65Q SEC ↗
14 WELLS FARGO & COMPANY/MN 642,360 $76M -40,705 -6.0% 86Q SEC ↗
15 Prime Capital Investment Advisors, LLC 635,287 $75M -19,313 -3.0% 14Q SEC ↗
16 Garde Capital, Inc. 621,511 $73M -5,468 -0.9% 49Q SEC ↗
17 RAYMOND JAMES FINANCIAL INC 602,096 $71M -29,293 -4.6% 7Q SEC ↗
18 Smithfield Trust Co 584,941 $69M -14,108 -2.4% 56Q SEC ↗
19 Willis Johnson & Associates, Inc. 574,694 $68M -43,351 -7.0% 2Q SEC ↗
20 STATE STREET CORP 553,298 $65M -150,600 -21.4% 3Q SEC ↗
21 WestEnd Advisors, LLC 521,280 $62M -53,454 -9.3% 44Q SEC ↗
22 ASSETMARK, INC 519,425 $61M +370,024 +247.7% 52Q SEC ↗
23 Cerity Partners LLC 442,813 $52M -3,116 -0.7% 15Q SEC ↗
24 Efficient Advisors, LLC 408,006 $48M -120,248 -22.8% 22Q SEC ↗
25 ROYAL BANK OF CANADA 345,180 $41M +68,688 +24.8% 67Q SEC ↗
26 Karpus Management, Inc. 337,048 $40M -30,773 -8.4% 74Q SEC ↗
27 JPMORGAN CHASE & CO 312,942 $37M -5,061 -1.6% 68Q SEC ↗
28 SCHRODER INVESTMENT MANAGEMENT GROUP 310,162 $37M +28,844 +10.3% 18Q SEC ↗
29 STIFEL FINANCIAL CORP 300,583 $36M +241,398 +407.9% 48Q SEC ↗
30 Ballentine Partners, LLC 297,985 $35M -1,372 -0.5% 75Q SEC ↗
31 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 297,390 $35M +28,191 +10.5% 63Q SEC ↗
32 TRUIST FINANCIAL CORP 296,456 $35M -10,110 -3.3% 27Q SEC ↗
33 GREENWOOD GEARHART LLC NEW 287,920 $34M — +0.0% 1Q SEC ↗
34 LPL Financial LLC 287,622 $34M +25,281 +9.6% 61Q SEC ↗
35 PRESILIUM PRIVATE WEALTH, LLC 274,048 $32M -9,392 -3.3% 15Q SEC ↗
36 Tanager Wealth Management LLP 263,678 $31M +11,732 +4.7% 19Q SEC ↗
37 Greenline Partners, LLC 250,403 $30M — +0.0% 18Q SEC ↗
38 Stonebridge Financial Group, LLC NEW 245,394 $29M — +0.0% 1Q SEC ↗
39 Rathbones Group PLC 226,397 $27M +10,243 +4.7% 50Q SEC ↗
40 Creative Planning 209,476 $25M +377 +0.2% 59Q SEC ↗
41 Silphium Asset Management Ltd 202,700 $24M — +0.0% 3Q SEC ↗
42 VICTORY CAPITAL MANAGEMENT INC 197,248 $23M -17,279 -8.1% 17Q SEC ↗
43 Addis & Hill, Inc 195,404 $23M +1,435 +0.7% 11Q SEC ↗
44 Main Management ETF Advisors, LLC 167,739 $20M +11,934 +7.7% 6Q SEC ↗
45 Blue Edge Capital, LLC 142,212 $17M -4,911 -3.3% 51Q SEC ↗
46 BENJAMIN EDWARDS INC NEW 141,191 $17M — +0.0% 1Q SEC ↗
47 GOLDMAN SACHS GROUP INC 130,011 $15M -25,934 -16.6% 15Q SEC ↗
48 WealthBridge Investment Counsel Inc. 127,975 $15M +5,410 +4.4% 16Q SEC ↗
49 MOLLER WEALTH PARTNERS 127,817 $15M -1,386 -1.1% 40Q SEC ↗
50 Blue Trust, Inc. 125,233 $15M +251 +0.2% 17Q SEC ↗

Recent Activity

New Positions (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
ASSETMARK, INC +370,024 +247.7% 519,425
MATHER GROUP, LLC. +242,086 +4.1% 6,163,820
STIFEL FINANCIAL CORP +241,398 +407.9% 300,583
Arax Advisory Partners +121,231 +62490.2% 121,425
ROYAL BANK OF CANADA +68,688 +24.8% 345,180
Sarasin & Partners LLP +36,346 +78.1% 82,887
Ocean Park Asset Management, LLC +35,298 +142.1% 60,138
SCHRODER INVESTMENT MANAGEMENT GROU +28,844 +10.3% 310,162
NORTHWESTERN MUTUAL WEALTH MANAGEME +28,191 +10.5% 297,390
Elm Partners Management LLC +25,285 +2.1% 1,250,547
LPL Financial LLC +25,281 +9.6% 287,622
Discipline Wealth Solutions, LLC +21,678 +26.2% 104,546
Ameraudi Asset Management, Inc. +18,636 +21.9% 103,661
MERCER GLOBAL ADVISORS INC /ADV +16,537 +230.5% 23,710
Forum Finance Group S.A. +15,299 +86.1% 33,063
TD PRIVATE CLIENT WEALTH LLC +14,942 +87.2% 32,083
NATIONAL BANK OF CANADA /FI +12,740 +2381.3% 13,275
Main Management ETF Advisors, LLC +11,934 +7.7% 167,739
Tanager Wealth Management LLP +11,732 +4.7% 263,678
Rathbones Group PLC +10,243 +4.7% 226,397
Biggest Decreases (20)
HolderReducedChange %Total Shares
MORGAN STANLEY -3,207,117 -64.1% 1,793,171
SAVA PENZISKO DRUSHTVO A.D. SKOPJE -160,201 -90.9% 16,029
STATE STREET CORP -150,600 -21.4% 553,298
SUSQUEHANNA INTERNATIONAL GROUP, LL -148,439 -85.2% 25,736
Efficient Advisors, LLC -120,248 -22.8% 408,006
Corient Private Wealth LP -74,438 -37.9% 121,957
CITADEL ADVISORS LLC -74,245 -87.4% 10,661
AE Wealth Management LLC -72,971 -95.6% 3,348
GenTrust, LLC -69,207 -7.4% 863,654
Haverford Trust Co -62,258 -8.2% 700,993
CHARLES SCHWAB INVESTMENT MANAGEMEN -57,877 -3.7% 1,517,720
WestEnd Advisors, LLC -53,454 -9.3% 521,280
BANK OF AMERICA CORP /DE -44,492 -4.1% 1,028,708
Willis Johnson & Associates, Inc. -43,351 -7.0% 574,694
WELLS FARGO & COMPANY/MN -40,705 -6.0% 642,360
LINCOLN NATIONAL CORP -33,446 -4.3% 740,397
Karpus Management, Inc. -30,773 -8.4% 337,048
RAYMOND JAMES FINANCIAL INC -29,293 -4.6% 602,096
Janney Montgomery Scott LLC -27,501 -3.4% 773,443
GOLDMAN SACHS GROUP INC -25,934 -16.6% 130,011

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms