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Atria Wealth Solutions’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$247K Buy
5,314
+188
+4% +$8.12K 0.01% 1259
2025
Q1 		$207K Buy
+5,126
New +$206K ﹤0.01% 1699
2024
Q4 		– Sell
-4,502
Closed -$211K – 2099
2024
Q3 		$211K Buy
+4,502
New +$196K ﹤0.01% 1757

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
Envestnet Asset Management
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
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Atria Wealth Solutions's VNQI Position: Q2 2025 in Review

Atria Wealth Solutions increased its Vanguard Global ex-US Real Estate ETF (VNQI) stake by 3.7% in Q2 2025, buying an estimated $8.12K and bringing the position to 5,314 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #1259.

Atria Wealth Solutions first reported a position in VNQI in Q3 2024 and has held it in 3 quarters since. 348 funds tracked by Wall St. Rank hold VNQI as of Q2 2025.

  • Atria Wealth Solutions held 5,314 shares of Vanguard Global ex-US Real Estate ETF worth $247K as of Q2 2025.
  • Atria Wealth Solutions bought 188 Vanguard Global ex-US Real Estate ETF shares in Q2 2025, an estimated $8.12K.
  • Vanguard Global ex-US Real Estate ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1259 holding.
  • Atria Wealth Solutions first reported a position in Vanguard Global ex-US Real Estate ETF in Q3 2024 and has held it in 3 quarters since.
  • 348 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.