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Acorn Wealth Advisors’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Acorn Wealth Advisors’s Portfolio VNQI Stock Details VNQI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-150
Closed -$9K – 783
2018
Q1 		$9K Hold
150
– – 0.01% 536
2017
Q4 		$9K Buy
+150
New +$9.01K 0.01% 522

Other funds holding VNQI

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Acorn Wealth Advisors's VNQI Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q2 2018, closing a stake of 150 shares — an estimated $9K sold.

Acorn Wealth Advisors first reported a position in VNQI in Q4 2017 and held it in 2 quarters. The position peaked at $9K in Q1 2018. 288 funds tracked by Wall St. Rank hold VNQI as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 150 Vanguard Global ex-US Real Estate ETF shares in Q2 2018, an estimated $9K.
  • Acorn Wealth Advisors first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2017 and held it in 2 quarters.
  • Acorn Wealth Advisors's Vanguard Global ex-US Real Estate ETF position peaked at $9K in Q1 2018.
  • 288 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.