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Buckingham Strategic Wealth’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$1.13M Sell
27,843
-410
-1% -$16.9K 0.01% 317
2024
Q1 		$1.19M Sell
28,253
-760
-3% -$31K 0.01% 308
2023
Q4 		$1.24M Sell
29,013
-1,104
-4% -$44K 0.01% 293
2023
Q3 		$1.17M Buy
30,117
+2,160
+8% +$87.6K 0.02% 274
2023
Q2 		$1.12M Buy
27,957
+4,307
+18% +$176K 0.02% 283
2023
Q1 		$978K Hold
23,650
– – 0.02% 270
2022
Q4 		$978K Buy
23,650
+842
+4% +$33.6K 0.02% 271
2022
Q3 		$870K Buy
22,808
+2,208
+11% +$95.8K 0.02% 274
2022
Q2 		$912K Buy
20,600
+544
+3% +$26K 0.02% 273
2022
Q1 		$1.04M Buy
20,056
+1,396
+7% +$72.7K 0.02% 252
2021
Q4 		$1.01M Sell
18,660
-1,136
-6% -$64.1K 0.02% 256
2021
Q3 		$1.11M Buy
19,796
+922
+5% +$54.1K 0.02% 244
2021
Q2 		$1.1M Sell
18,874
-220
-1% -$12.8K 0.03% 247
2021
Q1 		$1.06M Buy
19,094
+369
+2% +$20.2K 0.05% 226
2020
Q4 		$1.02M Sell
18,725
-1,452
-7% -$74.9K 0.05% 218
2020
Q3 		$981K Buy
20,177
+120
+0.6% +$5.83K 0.08% 183
2020
Q2 		$936K Sell
20,057
-3,273
-14% -$148K 0.09% 156
2020
Q1 		$1M Buy
23,330
+16,741
+254% +$901K 0.1% 161
2019
Q4 		$389K Buy
6,589
+2,674
+68% +$161K 0.04% 294
2019
Q3 		$229K Sell
3,915
-933
-19% -$54.5K 0.02% 376
2019
Q2 		$286K Sell
4,848
-353
-7% -$20.7K 0.03% 353
2019
Q1 		$310K Buy
5,201
+410
+9% +$23.2K 0.04% 307
2018
Q4 		$251K Buy
+4,791
New +$259K 0.04% 294
2016
Q4 		– Sell
-3,964
Closed -$223K – 239
2016
Q3 		$223K Buy
3,964
+33
+0.8% +$1.84K 0.08% 201
2016
Q2 		$213K Buy
+3,931
New +$212K 0.07% 217
2015
Q3 		– Sell
-3,955
Closed -$219K – 232
2015
Q2 		$219K Buy
3,955
+1
+0% +$58 0.07% 198
2015
Q1 		$223K Buy
+3,954
New +$220K 0.08% 189

Other funds holding VNQI

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Buckingham Strategic Wealth's VNQI Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Vanguard Global ex-US Real Estate ETF (VNQI) stake by 1.5% in Q2 2024, selling an estimated $16.9K and leaving 27,843 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #317.

Buckingham Strategic Wealth first reported a position in VNQI in Q1 2015 and has held it in 27 quarters since. The position peaked at $1.24M in Q4 2023. 341 funds tracked by Wall St. Rank hold VNQI as of Q2 2024.

  • Buckingham Strategic Wealth held 27,843 shares of Vanguard Global ex-US Real Estate ETF worth $1.13M as of Q2 2024.
  • Buckingham Strategic Wealth sold 410 Vanguard Global ex-US Real Estate ETF shares in Q2 2024, an estimated $16.9K.
  • Vanguard Global ex-US Real Estate ETF made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #317 holding.
  • Buckingham Strategic Wealth first reported a position in Vanguard Global ex-US Real Estate ETF in Q1 2015 and has held it in 27 quarters since.
  • Buckingham Strategic Wealth's Vanguard Global ex-US Real Estate ETF position peaked at $1.24M in Q4 2023.
  • 341 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.