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Clune & Associates’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Clune & Associates’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
2026
Q2 		$4.85M Buy
108,197
+43,042
+66% +$1.98M 0.73% 33
2026
Q1 		$2.9M Buy
65,155
+32,263
+98% +$1.54M 0.54% 47
2025
Q4 		$1.51M Buy
32,892
+9,700
+42% +$458K 0.33% 71
2025
Q3 		$1.11M Buy
23,192
+460
+2% +$21.5K 0.28% 82
2025
Q2 		$1.05M Buy
22,732
+354
+2% +$15.3K 0.29% 76
2025
Q1 		$905K Buy
22,378
+1,767
+9% +$71.1K 0.28% 80
2024
Q4 		$815K Buy
+20,611
New +$892K 0.27% 80

Other funds holding VNQI

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
MSA
Marathon Strategic Advisors Pittsburgh, Pennsylvania $177M AUM 66.85% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
TW
Traveka Wealth Los Altos, California $301M AUM 26.23% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Clune & Associates's VNQI Position: Q2 2026 in Review

Clune & Associates increased its Vanguard Global ex-US Real Estate ETF (VNQI) stake by 66% in Q2 2026, buying an estimated $1.98M and bringing the position to 108,197 shares worth $4.85M. The position accounts for 0.73% of the portfolio, ranked #33.

Clune & Associates first reported a position in VNQI in Q4 2024 and has held it in 7 quarters since. 89 funds tracked by Wall St. Rank hold VNQI as of Q2 2026.

  • Clune & Associates held 108,197 shares of Vanguard Global ex-US Real Estate ETF worth $4.85M as of Q2 2026.
  • Clune & Associates bought 43,042 Vanguard Global ex-US Real Estate ETF shares in Q2 2026, an estimated $1.98M.
  • Vanguard Global ex-US Real Estate ETF made up 0.73% of Clune & Associates's portfolio in Q2 2026, its #33 holding.
  • Clune & Associates first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
  • 89 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.