VPL — ETF

Ownership history in Valmark Advisers, Inc.  ·  3 quarters on record

This page tracks every 13F SEC filing in which Valmark Advisers, Inc. reported a position in ETF (VPL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,690 -297 -9.9% 0.00% $236K $85.51
2024 Q2 ADDED 2,987 +2,787 +1393.5% 0.00% $222K $69.48
2009 Q4 INITIATED 200 — — 0.00% $10K $31.93
% of Fund (quarterly)    VPL price (monthly, adj. close)

Other funds also holding VPL

As of 2025 Q4 — sorted by position size

Addis & Hill, Inc 10.54% Henson-Edgewater Management, LLC 10.54% MATHER GROUP, LLC. 3Y 7Y 5.57% Zeit Capital LLC 3Y 5.47% Elm Partners Management LLC 3Y 7Y 4.95% Ameraudi Asset Management, Inc. 3Y 4.8% PRESILIUM PRIVATE WEALTH, LLC 3Y 4.8% MGO Private Wealth, LLC 3Y 4.54% FLOW TRADERS U.S. LLC 3Y 7Y 4.31% Obsido Oy 4.01%
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