ACA
VNQI icon

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

Atlas Capital 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
2024
Q4 		– Sell
-41
Closed -$1.92K – 969
2024
Q3 		$1.92K Hold
41
– – ﹤0.01% 825
2024
Q2 		$1.66K Sell
41
-23
-36% -$951 ﹤0.01% 834
2024
Q1 		$2.7K Hold
64
– – ﹤0.01% 795
2023
Q4 		$2.73K Hold
64
– – ﹤0.01% 817
2023
Q3 		$2.49K Hold
64
– – ﹤0.01% 797
2023
Q2 		$2.57K Hold
64
– – ﹤0.01% 812
2023
Q1 		$2.6K Hold
64
– – ﹤0.01% 823
2022
Q4 		$2.65K Hold
64
– – ﹤0.01% 821
2022
Q3 		$2.44K Hold
64
– – ﹤0.01% 828
2022
Q2 		$2.83K Hold
64
– – ﹤0.01% 890
2022
Q1 		$3.33K Sell
64
-131
-67% -$6.82K ﹤0.01% 823
2021
Q4 		$10.5K Sell
195
-6,393
-97% -$361K ﹤0.01% 713
2021
Q3 		$371K Sell
6,588
-103
-2% -$6.04K 0.06% 245
2021
Q2 		$390K Sell
6,691
-42,713
-86% -$2.49M 0.07% 249
2021
Q1 		$2.75M Buy
49,404
+5,812
+13% +$318K 0.54% 47
2020
Q4 		$2.37M Buy
43,592
+4,050
+10% +$209K 0.5% 44
2020
Q3 		$1.92M Sell
39,542
-643
-2% -$31.2K 0.46% 46
2020
Q2 		$1.88M Buy
40,185
+9,642
+32% +$436K 0.44% 47
2020
Q1 		$1.31M Sell
30,543
-3,754
-11% -$202K 0.39% 60
2019
Q4 		$2.03M Buy
34,297
+10,442
+44% +$627K 0.51% 45
2019
Q3 		$1.4M Buy
23,855
+901
+4% +$52.6K 0.42% 62
2019
Q2 		$1.35M Buy
22,954
+305
+1% +$17.9K 0.44% 57
2019
Q1 		$1.35M Sell
22,649
-700
-3% -$39.7K 0.49% 52
2018
Q4 		$1.22M Sell
23,349
-1,317
-5% -$71.1K 0.49% 51
2018
Q3 		$1.36M Buy
24,666
+427
+2% +$24.6K 0.45% 57
2018
Q2 		$1.41M Sell
24,239
-1,874
-7% -$114K 0.5% 49
2018
Q1 		$1.59M Buy
+26,113
New +$1.6M 0.49% 46

Other funds holding VNQI

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $7.18B AUM 21.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Atlas Capital Advisors's VNQI Position: Q4 2024 in Review

Atlas Capital Advisors sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q4 2024, closing a stake of 41 shares — an estimated $1.92K sold.

Atlas Capital Advisors first reported a position in VNQI in Q1 2018 and held it in 27 quarters. The position peaked at $2.75M in Q1 2021. 347 funds tracked by Wall St. Rank hold VNQI as of Q4 2024.

  • Atlas Capital Advisors reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Atlas Capital Advisors sold 41 Vanguard Global ex-US Real Estate ETF shares in Q4 2024, an estimated $1.92K.
  • Atlas Capital Advisors first reported a position in Vanguard Global ex-US Real Estate ETF in Q1 2018 and held it in 27 quarters.
  • Atlas Capital Advisors's Vanguard Global ex-US Real Estate ETF position peaked at $2.75M in Q1 2021.
  • 347 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q4 2024.

Based on Atlas Capital Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.