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

Axxcess 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
2025
Q3 		– Sell
-5,969
Closed -$275K – 973
2025
Q2 		$275K Buy
+5,969
New +$258K 0.01% 746

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BP
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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
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Axxcess Wealth Management's VNQI Position: Q3 2025 in Review

Axxcess Wealth Management sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q3 2025, closing a stake of 5,969 shares — an estimated $275K sold.

Axxcess Wealth Management first reported a position in VNQI in Q2 2025 and held it in 1 quarter. The position peaked at $275K in Q2 2025. 361 funds tracked by Wall St. Rank hold VNQI as of Q3 2025.

  • Axxcess Wealth Management reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q3 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 5,969 Vanguard Global ex-US Real Estate ETF shares in Q3 2025, an estimated $275K.
  • Axxcess Wealth Management first reported a position in Vanguard Global ex-US Real Estate ETF in Q2 2025 and held it in 1 quarter.
  • Axxcess Wealth Management's Vanguard Global ex-US Real Estate ETF position peaked at $275K in Q2 2025.
  • 361 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q3 2025.

Based on Axxcess Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.