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Apella Capital’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Apella Capital’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 		$305K Hold
6,706
– – ﹤0.01% 579
2026
Q1 		$323K Buy
6,706
+171
+3% +$8.14K ﹤0.01% 534
2025
Q4 		$300K Buy
+6,535
New +$309K 0.01% 438
2024
Q2 		– Sell
-17,048
Closed -$716K – 320
2024
Q1 		$716K Sell
17,048
-2,954
-15% -$121K 0.04% 164
2023
Q4 		$827K Buy
+20,002
New +$798K 0.05% 151

Other funds holding VNQI

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
MSA
Marathon Strategic Advisors Pittsburgh, Pennsylvania $177M AUM 66.85% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Apella Capital's VNQI Position: Q2 2026 in Review

Apella Capital held its Vanguard Global ex-US Real Estate ETF (VNQI) position steady in Q2 2026 at 6,706 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

Apella Capital first reported a position in VNQI in Q4 2023 and has held it in 5 quarters since. The position peaked at $827K in Q4 2023. 66 funds tracked by Wall St. Rank hold VNQI as of Q2 2026.

  • Apella Capital held 6,706 shares of Vanguard Global ex-US Real Estate ETF worth $305K as of Q2 2026.
  • Apella Capital left its Vanguard Global ex-US Real Estate ETF share count unchanged in Q2 2026.
  • Vanguard Global ex-US Real Estate ETF made up ﹤0.01% of Apella Capital's portfolio in Q2 2026, its #579 holding.
  • Apella Capital first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2023 and has held it in 5 quarters since.
  • Apella Capital's Vanguard Global ex-US Real Estate ETF position peaked at $827K in Q4 2023.
  • 66 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.