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Bedel Financial Consulting’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Bedel Financial Consulting’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
2022
Q2 		– Sell
-2,132
Closed -$111K – 888
2022
Q1 		$111K Buy
2,132
+37
+2% +$1.93K 0.03% 257
2021
Q4 		$113K Buy
2,095
+95
+5% +$5.36K 0.04% 261
2021
Q3 		$113K Sell
2,000
-219
-10% -$12.9K 0.04% 255
2021
Q2 		$130K Hold
2,219
– – 0.05% 232
2021
Q1 		$124K Buy
2,219
+2,000
+913% +$109K 0.05% 230
2020
Q4 		$12K Hold
219
– – 0.01% 533
2020
Q3 		$11K Hold
219
– – 0.01% 510
2020
Q2 		$10K Buy
219
+10
+5% +$452 0.01% 495
2020
Q1 		$9K Hold
209
– – 0.01% 497
2019
Q4 		$12K Hold
209
– – 0.01% 478
2019
Q3 		$12K Hold
209
– – 0.01% 457
2019
Q2 		$12K Hold
209
– – 0.01% 473
2019
Q1 		$12K Hold
209
– – 0.01% 471
2018
Q4 		$11K Hold
209
– – 0.01% 451
2018
Q3 		$11K Hold
209
– – 0.01% 478
2018
Q2 		$12K Hold
209
– – 0.01% 460
2018
Q1 		$13K Buy
+209
New +$12.8K 0.01% 441

Other funds holding VNQI

PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Bedel Financial Consulting's VNQI Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q2 2022, closing a stake of 2,132 shares — an estimated $111K sold.

Bedel Financial Consulting first reported a position in VNQI in Q1 2018 and held it in 17 quarters. The position peaked at $130K in Q2 2021. 350 funds tracked by Wall St. Rank hold VNQI as of Q2 2022.

  • Bedel Financial Consulting reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 2,132 Vanguard Global ex-US Real Estate ETF shares in Q2 2022, an estimated $111K.
  • Bedel Financial Consulting first reported a position in Vanguard Global ex-US Real Estate ETF in Q1 2018 and held it in 17 quarters.
  • Bedel Financial Consulting's Vanguard Global ex-US Real Estate ETF position peaked at $130K in Q2 2021.
  • 350 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.