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

Beaird Harris 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
Q1 		– Sell
-125
Closed -$5.73K – 729
2025
Q4 		$5.73K Sell
125
-231
-65% -$10.9K ﹤0.01% 429
2025
Q3 		$17K Sell
356
-888
-71% -$41.6K ﹤0.01% 345
2025
Q2 		$57.4K Sell
1,244
-7
-0.6% -$302 ﹤0.01% 235
2025
Q1 		$50.6K Sell
1,251
-613
-33% -$24.6K ﹤0.01% 223
2024
Q4 		$73.7K Buy
1,864
+459
+33% +$19.9K 0.01% 196
2024
Q3 		$65.9K Hold
1,405
– – 0.01% 210
2024
Q2 		$57K Hold
1,405
– – 0.01% 209
2024
Q1 		$59.2K Sell
1,405
-348
-20% -$14.2K 0.01% 190
2023
Q4 		$74.7K Hold
1,753
– – 0.01% 162
2023
Q3 		$68.2K Sell
1,753
-85
-5% -$3.45K 0.01% 147
2023
Q2 		$73.9K Buy
1,838
+49
+3% +$2.01K 0.01% 146
2023
Q1 		$72.6K Buy
1,789
+278
+18% +$11.8K 0.01% 144
2022
Q4 		$62.5K Sell
1,511
-394
-21% -$15.7K 0.01% 167
2022
Q3 		$73K Buy
1,905
+733
+63% +$31.8K 0.02% 135
2022
Q2 		$52K Sell
1,172
-1,000
-46% -$47.8K 0.01% 135
2022
Q1 		$113K Buy
2,172
+1,629
+300% +$84.9K 0.04% 122
2021
Q4 		$29K Buy
+543
New +$30.6K 0.01% 286

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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

Beaird Harris Wealth Management's VNQI Position: Q1 2026 in Review

Beaird Harris Wealth Management sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q1 2026, closing a stake of 125 shares — an estimated $5.73K sold.

Beaird Harris Wealth Management first reported a position in VNQI in Q4 2021 and held it in 17 quarters. The position peaked at $113K in Q1 2022. 372 funds tracked by Wall St. Rank hold VNQI as of Q1 2026.

  • Beaird Harris Wealth Management reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 125 Vanguard Global ex-US Real Estate ETF shares in Q1 2026, an estimated $5.73K.
  • Beaird Harris Wealth Management first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2021 and held it in 17 quarters.
  • Beaird Harris Wealth Management's Vanguard Global ex-US Real Estate ETF position peaked at $113K in Q1 2022.
  • 372 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q1 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.