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

Aletheian 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
2026
Q2 		$3.08M Buy
68,569
+8,317
+14% +$383K 1.31% 18
2026
Q1 		$2.68M Buy
+60,252
New +$2.87M 1.31% 20
2025
Q3 		$2.98M Buy
62,352
+652
+1% +$30.5K 1.38% 19
2025
Q2 		$2.85M Buy
61,700
+5,639
+10% +$243K 1.4% 18
2025
Q1 		$2.27M Buy
56,061
+5,935
+12% +$239K 1.28% 20
2024
Q4 		$1.98M Buy
50,126
+1,148
+2% +$49.7K 1.17% 20
2024
Q3 		$2.3M Buy
48,978
+1,331
+3% +$57.9K 1.34% 19
2024
Q2 		$1.93M Buy
47,647
+5,160
+12% +$213K 1.02% 25
2024
Q1 		$1.79M Buy
42,487
+6,485
+18% +$265K 0.97% 27
2023
Q4 		$1.53M Sell
36,002
-4,784
-12% -$191K 1.01% 25
2023
Q3 		$1.59M Sell
40,786
-6,070
-13% -$246K 1.22% 18
2023
Q2 		$1.88M Sell
46,856
-276
-0.6% -$11.3K 1.29% 15
2023
Q1 		$1.91M Buy
47,132
+17,347
+58% +$733K 1.69% 15
2022
Q4 		$1.23M Buy
29,785
+3,107
+12% +$124K 1.06% 25
2022
Q3 		$1.02M Sell
26,678
-4,555
-15% -$198K 1.16% 26
2022
Q2 		$1.38M Buy
31,233
+5,163
+20% +$247K 1.4% 20
2022
Q1 		$1.35M Sell
26,070
-554
-2% -$28.9K 1.29% 20
2021
Q4 		$1.44M Buy
+26,624
New +$1.5M 1.41% 13

Other funds holding VNQI

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Aletheian Wealth Advisors's VNQI Position: Q2 2026 in Review

Aletheian Wealth Advisors increased its Vanguard Global ex-US Real Estate ETF (VNQI) stake by 14% in Q2 2026, buying an estimated $383K and bringing the position to 68,569 shares worth $3.08M. The position accounts for 1.31% of the portfolio, ranked #18.

Aletheian Wealth Advisors first reported a position in VNQI in Q4 2021 and has held it in 18 quarters since. 365 funds tracked by Wall St. Rank hold VNQI as of Q2 2026.

  • Aletheian Wealth Advisors held 68,569 shares of Vanguard Global ex-US Real Estate ETF worth $3.08M as of Q2 2026.
  • Aletheian Wealth Advisors bought 8,317 Vanguard Global ex-US Real Estate ETF shares in Q2 2026, an estimated $383K.
  • Vanguard Global ex-US Real Estate ETF made up 1.31% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #18 holding.
  • Aletheian Wealth Advisors first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2021 and has held it in 18 quarters since.
  • 365 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.