Align Wealth Management’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Align Wealth Management’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
2022 Q4	$44.3K	Buy	+1,160	New	+$46.3K	0.04%	66

Other funds holding VNQI

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

TWP

TFO Wealth Partners Maumee, Ohio $919M AUM 22.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Align Wealth Management's VNQI Position: Q4 2022 in Review

Align Wealth Management opened a new position in Vanguard Global ex-US Real Estate ETF (VNQI) in Q4 2022: 1,160 shares worth $44.3K. The stake represents 0.04% of the portfolio and ranks #66 among its holdings.

354 funds tracked by Wall St. Rank hold VNQI as of Q4 2022.

Align Wealth Management held 1,160 shares of Vanguard Global ex-US Real Estate ETF worth $44.3K as of Q4 2022.
Vanguard Global ex-US Real Estate ETF was a new Align Wealth Management position in Q4 2022.
Vanguard Global ex-US Real Estate ETF made up 0.04% of Align Wealth Management's portfolio in Q4 2022, its #66 holding.
354 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.