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

Clearstead 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	-2	Closed	-$96	–	3273
2025 Q3	$96	Buy	+2	New	+$94	﹤0.01%	2937
2024 Q1	–	Sell	-212	Closed	-$9.03K	–	1634
2023 Q4	$9.03K	Buy	+212	New	+$8.45K	﹤0.01%	1076
2022 Q3	–	Sell	-764	Closed	-$34K	–	1371
2022 Q2	$34K	Hold	764	–	–	﹤0.01%	702
2022 Q1	$40K	Hold	764	–	–	﹤0.01%	723
2021 Q4	$41K	Buy	+764	New	+$43.1K	﹤0.01%	691
2021 Q1	–	Sell	-62	Closed	-$3K	–	1188
2020 Q4	$3K	Hold	62	–	–	﹤0.01%	866
2020 Q3	$3K	Sell	62 -874	-93%	-$42.5K	﹤0.01%	799
2020 Q2	$44K	Buy	+936	New	+$42.3K	0.01%	445

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

Clearstead Advisors's VNQI Position: Q4 2025 in Review

Clearstead Advisors sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q4 2025, closing a stake of 2 shares — an estimated $96 sold.

Clearstead Advisors first reported a position in VNQI in Q2 2020 and held it in 8 quarters. The position peaked at $44K in Q2 2020. 373 funds tracked by Wall St. Rank hold VNQI as of Q4 2025.

Clearstead Advisors reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q4 2025 after selling out during the quarter.
Clearstead Advisors sold 2 Vanguard Global ex-US Real Estate ETF shares in Q4 2025, an estimated $96.
Clearstead Advisors first reported a position in Vanguard Global ex-US Real Estate ETF in Q2 2020 and held it in 8 quarters.
Clearstead Advisors's Vanguard Global ex-US Real Estate ETF position peaked at $44K in Q2 2020.
373 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q4 2025.

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