Chicago Partners Investment Group’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Chicago Partners Investment Group’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
2023 Q1	–	Sell	-5,253	Closed	-$230K	–	691
2022 Q4	$230K	Buy	+5,253	New	+$209K	0.01%	552
2018 Q2	–	Sell	-111	Closed	-$7K	–	996
2018 Q1	$7K	Hold	111	–	–	﹤0.01%	822
2017 Q4	$7K	Hold	111	–	–	﹤0.01%	790
2017 Q3	$7K	Buy	+111	New	+$6.49K	﹤0.01%	835

Other funds holding VNQI

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Chicago Partners Investment Group's VNQI Position: Q1 2023 in Review

Chicago Partners Investment Group sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q1 2023, closing a stake of 5,253 shares — an estimated $230K sold.

Chicago Partners Investment Group first reported a position in VNQI in Q3 2017 and held it in 4 quarters. The position peaked at $230K in Q4 2022. 338 funds tracked by Wall St. Rank hold VNQI as of Q1 2023.

Chicago Partners Investment Group reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q1 2023 after selling out during the quarter.
Chicago Partners Investment Group sold 5,253 Vanguard Global ex-US Real Estate ETF shares in Q1 2023, an estimated $230K.
Chicago Partners Investment Group first reported a position in Vanguard Global ex-US Real Estate ETF in Q3 2017 and held it in 4 quarters.
Chicago Partners Investment Group's Vanguard Global ex-US Real Estate ETF position peaked at $230K in Q4 2022.
338 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q1 2023.

Based on Chicago Partners Investment Group's 13F filing for Q1 2023, filed 26 Apr 2023.