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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
Q3 		$3.17M Buy
74,568
+5,999
+9% +$270K 1.27% 19
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

MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
SA
Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Aletheian Wealth Advisors's VNQI Position: Q3 2026 in Review

Aletheian Wealth Advisors increased its Vanguard Global ex-US Real Estate ETF (VNQI) stake by 8.7% in Q3 2026, buying an estimated $270K and bringing the position to 74,568 shares worth $3.17M. The position accounts for 1.27% of the portfolio, ranked #19.

Aletheian Wealth Advisors first reported a position in VNQI in Q4 2021 and has held it in 19 quarters since. 22 funds tracked by Wall St. Rank hold VNQI as of Q3 2026.

  • Aletheian Wealth Advisors held 74,568 shares of Vanguard Global ex-US Real Estate ETF worth $3.17M as of Q3 2026.
  • Aletheian Wealth Advisors bought 5,999 Vanguard Global ex-US Real Estate ETF shares in Q3 2026, an estimated $270K.
  • Vanguard Global ex-US Real Estate ETF made up 1.27% of Aletheian Wealth Advisors's portfolio in Q3 2026, its #19 holding.
  • Aletheian Wealth Advisors first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2021 and has held it in 19 quarters since.
  • 22 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q3 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.