Choate Investment Advisors’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Choate Investment Advisors’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
2025 Q4	–	Sell	-4,336	Closed	-$207K	–	463
2025 Q3	$207K	Buy	4,336 +3,084	+246%	+$144K	﹤0.01%	408
2025 Q2	$57.8K	Buy	+1,252	New	+$54.1K	﹤0.01%	439
2021 Q3	–	Sell	-111	Closed	-$6K	–	345
2021 Q2	$6K	Buy	+111	New	+$6.46K	﹤0.01%	326
2020 Q4	–	Sell	-8,786	Closed	-$427K	–	297
2020 Q3	$427K	Hold	8,786	–	–	0.03%	170
2020 Q2	$410K	Hold	8,786	–	–	0.03%	170
2020 Q1	$377K	Buy	+8,786	New	+$473K	0.03%	173
2014 Q4	–	Sell	-5,797	Closed	-$316K	–	288
2014 Q3	$316K	Sell	5,797 -3,351	-37%	-$195K	0.02%	212
2014 Q2	$531K	Sell	9,148 -18,218	-67%	-$1.03M	0.03%	174
2014 Q1	$1.48M	Sell	27,366 -52,706	-66%	-$2.81M	0.09%	101
2013 Q4	$4.36M	Sell	80,072 -85,054	-52%	-$4.79M	0.29%	47
2013 Q3	$9.37M	Sell	165,126 -26,056	-14%	-$1.43M	0.69%	21
2013 Q2	$10.2M	Buy	+191,182	New	+$11M	0.82%	21

Other funds holding VNQI

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

UCFA

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Choate Investment Advisors's VNQI Position: Q4 2025 in Review

Choate Investment Advisors sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q4 2025, closing a stake of 4,336 shares — an estimated $207K sold.

Choate Investment Advisors first reported a position in VNQI in Q2 2013 and held it in 12 quarters. The position peaked at $10.2M in Q2 2013. 373 funds tracked by Wall St. Rank hold VNQI as of Q4 2025.

Choate Investment Advisors reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q4 2025 after selling out during the quarter.
Choate Investment Advisors sold 4,336 Vanguard Global ex-US Real Estate ETF shares in Q4 2025, an estimated $207K.
Choate Investment Advisors first reported a position in Vanguard Global ex-US Real Estate ETF in Q2 2013 and held it in 12 quarters.
Choate Investment Advisors's Vanguard Global ex-US Real Estate ETF position peaked at $10.2M in Q2 2013.
373 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q4 2025.

Based on Choate Investment Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.