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Caldwell Sutter Capital’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Caldwell Sutter Capital’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
Q4 		– Sell
-108
Closed -$5.07K – 922
2024
Q3 		$5.07K Hold
108
– – ﹤0.01% 637
2024
Q2 		$4.38K Hold
108
– – ﹤0.01% 645
2024
Q1 		$4.55K Hold
108
– – ﹤0.01% 644
2023
Q4 		$4.6K Hold
108
– – ﹤0.01% 642
2023
Q3 		$4.2K Hold
108
– – ﹤0.01% 624
2023
Q2 		$4.34K Buy
+108
New +$4.42K ﹤0.01% 630

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
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
BP
Ballentine Partners Waltham, Massachusetts $7.18B AUM 21.21% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Caldwell Sutter Capital's VNQI Position: Q4 2024 in Review

Caldwell Sutter Capital sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q4 2024, closing a stake of 108 shares — an estimated $5.07K sold.

Caldwell Sutter Capital first reported a position in VNQI in Q2 2023 and held it in 6 quarters. The position peaked at $5.07K in Q3 2024. 347 funds tracked by Wall St. Rank hold VNQI as of Q4 2024.

  • Caldwell Sutter Capital reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Caldwell Sutter Capital sold 108 Vanguard Global ex-US Real Estate ETF shares in Q4 2024, an estimated $5.07K.
  • Caldwell Sutter Capital first reported a position in Vanguard Global ex-US Real Estate ETF in Q2 2023 and held it in 6 quarters.
  • Caldwell Sutter Capital's Vanguard Global ex-US Real Estate ETF position peaked at $5.07K in Q3 2024.
  • 347 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q4 2024.

Based on Caldwell Sutter Capital's 13F filing for Q4 2024, filed 21 Jan 2025.