AWM
VNQI icon

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

Avior 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
2026
Q2 		$5.76M Buy
128,421
+4,458
+4% +$205K 0.15% 129
2026
Q1 		$5.51M Buy
123,963
+6,967
+6% +$332K 0.16% 126
2025
Q4 		$5.36M Buy
116,996
+7,065
+6% +$334K 0.17% 109
2025
Q3 		$5.25M Buy
109,931
+8,858
+9% +$415K 0.17% 108
2025
Q2 		$4.66M Buy
101,073
+3,400
+3% +$147K 0.16% 105
2025
Q1 		$3.95M Buy
97,673
+3,286
+3% +$132K 0.15% 114
2024
Q4 		$3.73M Buy
94,387
+7,883
+9% +$341K 0.14% 121
2024
Q3 		$4.06M Buy
86,504
+2,761
+3% +$120K 0.16% 107
2024
Q2 		$3.4M Buy
83,743
+2,456
+3% +$102K 0.15% 121
2024
Q1 		$3.43M Buy
81,287
+7,267
+10% +$297K 0.16% 119
2023
Q4 		$3.15M Buy
74,020
+8,645
+13% +$345K 0.19% 97
2023
Q3 		$2.55M Buy
65,375
+4,822
+8% +$196K 0.17% 106
2023
Q2 		$2.43M Buy
60,553
+2,717
+5% +$111K 0.16% 113
2023
Q1 		$2.35M Buy
57,836
+3,416
+6% +$144K 0.16% 113
2022
Q4 		$2.25M Buy
54,420
+5,031
+10% +$201K 0.17% 111
2022
Q3 		$1.88M Buy
49,389
+9,681
+24% +$420K 0.16% 114
2022
Q2 		$1.76M Sell
39,708
-1,648
-4% -$78.7K 0.18% 103
2022
Q1 		$2.15M Buy
41,356
+2,136
+5% +$111K 0.19% 103
2021
Q4 		$2.12M Buy
39,220
+4,231
+12% +$239K 0.17% 103
2021
Q3 		$1.97M Buy
34,989
+3,224
+10% +$189K 0.16% 113
2021
Q2 		$1.85M Buy
31,765
+2,787
+10% +$162K 0.19% 110
2021
Q1 		$1.61M Buy
28,978
+6,697
+30% +$366K 0.17% 118
2020
Q4 		$1.21M Buy
22,281
+4,560
+26% +$235K 0.15% 139
2020
Q3 		$861K Sell
17,721
-1,682
-9% -$81.7K 0.12% 153
2020
Q2 		$905K Buy
19,403
+1,770
+10% +$80.1K 0.14% 144
2020
Q1 		$756K Buy
17,633
+5,089
+41% +$274K 0.15% 150
2019
Q4 		$741K Buy
12,544
+1,717
+16% +$103K 0.12% 173
2019
Q3 		$634K Buy
10,827
+1,023
+10% +$59.8K 0.11% 180
2019
Q2 		$578K Buy
9,804
+392
+4% +$22.9K 0.1% 186
2019
Q1 		$560K Buy
9,412
+793
+9% +$44.9K 0.12% 180
2018
Q4 		$451K Buy
8,619
+594
+7% +$32.1K 0.11% 180
2018
Q3 		$451K Buy
8,025
+585
+8% +$33.7K 0.1% 200
2018
Q2 		$432K Buy
7,440
+794
+12% +$48.2K 0.1% 194
2018
Q1 		$405K Buy
6,646
+1,542
+30% +$94.4K 0.09% 195
2017
Q4 		$309K Buy
5,104
+608
+14% +$36.5K 0.07% 240
2017
Q3 		$267K Buy
+4,496
New +$263K 0.09% 127
2017
Q2 		– Sell
-422
Closed -$22K – 495
2017
Q1 		$22K Buy
422
+218
+107% +$11.3K 0.01% 287
2016
Q4 		$10K Hold
204
– – ﹤0.01% 334
2016
Q3 		$11K Hold
204
– – ﹤0.01% 331
2016
Q2 		$11K Buy
204
+163
+398% +$8.79K ﹤0.01% 327
2016
Q1 		$2K Hold
41
– – ﹤0.01% 448
2015
Q4 		$2K Buy
+41
New +$2.15K ﹤0.01% 411

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
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
ULWM
Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

Avior Wealth Management's VNQI Position: Q2 2026 in Review

Avior Wealth Management increased its Vanguard Global ex-US Real Estate ETF (VNQI) stake by 3.6% in Q2 2026, buying an estimated $205K and bringing the position to 128,421 shares worth $5.76M. The position accounts for 0.15% of the portfolio, ranked #129.

Avior Wealth Management first reported a position in VNQI in Q4 2015 and has held it in 42 quarters since. 66 funds tracked by Wall St. Rank hold VNQI as of Q2 2026.

  • Avior Wealth Management held 128,421 shares of Vanguard Global ex-US Real Estate ETF worth $5.76M as of Q2 2026.
  • Avior Wealth Management bought 4,458 Vanguard Global ex-US Real Estate ETF shares in Q2 2026, an estimated $205K.
  • Vanguard Global ex-US Real Estate ETF made up 0.15% of Avior Wealth Management's portfolio in Q2 2026, its #129 holding.
  • Avior Wealth Management first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2015 and has held it in 42 quarters since.
  • 66 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.