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Avantax Advisory Services’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Avantax Advisory Services’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 		$270K Buy
5,855
+534
+10% +$23.1K ﹤0.01% 1997
2025
Q1 		$215K Sell
5,321
-854
-14% -$34.3K ﹤0.01% 2061
2024
Q4 		$244K Sell
6,175
-99
-2% -$4.29K ﹤0.01% 1926
2024
Q3 		$294K Sell
6,274
-298
-5% -$13K ﹤0.01% 1763
2024
Q2 		$267K Buy
6,572
+1,277
+24% +$52.8K ﹤0.01% 1772
2024
Q1 		$223K Buy
5,295
+228
+4% +$9.31K ﹤0.01% 1483
2023
Q4 		$216K Sell
5,067
-204
-4% -$8.13K ﹤0.01% 1440
2023
Q3 		$205K Sell
5,271
-4,731
-47% -$192K ﹤0.01% 1419
2023
Q2 		$402K Sell
10,002
-1,040
-9% -$42.6K ﹤0.01% 1034
2023
Q1 		$448K Buy
11,042
+335
+3% +$14.2K 0.01% 962
2022
Q4 		$443K Sell
10,707
-2,695
-20% -$107K 0.01% 921
2022
Q3 		$511K Sell
13,402
-1,871
-12% -$81.2K 0.01% 764
2022
Q2 		$676K Buy
15,273
+4,959
+48% +$237K 0.01% 664
2022
Q1 		$531K Buy
10,314
+2,087
+25% +$109K 0.01% 767
2021
Q4 		$444K Buy
8,227
+1,705
+26% +$96.1K 0.01% 804
2021
Q3 		$370K Sell
6,522
-6,647
-50% -$390K 0.01% 830
2021
Q2 		$769K Buy
13,169
+843
+7% +$49K 0.01% 548
2021
Q1 		$687K Buy
12,326
+3,980
+48% +$218K 0.01% 520
2020
Q4 		$448K Sell
8,346
-7,003
-46% -$361K 0.01% 588
2020
Q3 		$750K Buy
15,349
+8,148
+113% +$396K 0.01% 639
2020
Q2 		$338K Buy
7,201
+225
+3% +$10.2K 0.01% 595
2020
Q1 		$301K Buy
6,976
+59
+0.9% +$3.18K 0.01% 576
2019
Q4 		$411K Buy
6,917
+2,707
+64% +$163K 0.01% 533
2019
Q3 		$248K Sell
4,210
-86
-2% -$5.02K 0.01% 482
2019
Q2 		$253K Buy
4,296
+207
+5% +$12.1K 0.01% 432
2019
Q1 		$244K Buy
4,089
+64
+2% +$3.63K 0.01% 412
2018
Q4 		$210K Buy
+4,025
New +$217K 0.04% 370

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
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avantax Advisory Services's VNQI Position: Q2 2025 in Review

Avantax Advisory Services increased its Vanguard Global ex-US Real Estate ETF (VNQI) stake by 10% in Q2 2025, buying an estimated $23.1K and bringing the position to 5,855 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #1997.

Avantax Advisory Services first reported a position in VNQI in Q4 2018 and has held it in 27 quarters since. The position peaked at $769K in Q2 2021. 348 funds tracked by Wall St. Rank hold VNQI as of Q2 2025.

  • Avantax Advisory Services held 5,855 shares of Vanguard Global ex-US Real Estate ETF worth $270K as of Q2 2025.
  • Avantax Advisory Services bought 534 Vanguard Global ex-US Real Estate ETF shares in Q2 2025, an estimated $23.1K.
  • Vanguard Global ex-US Real Estate ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1997 holding.
  • Avantax Advisory Services first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's Vanguard Global ex-US Real Estate ETF position peaked at $769K in Q2 2021.
  • 348 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.