Concord Wealth Partners’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Concord Wealth Partners’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	$99	Buy	+2	New	+$92	﹤0.01%	863
2026 Q1	–	Sell	-2	Closed	-$101	–	763
2025 Q4	$101	Hold	2	–	–	﹤0.01%	822
2025 Q3	$100	Hold	2	–	–	﹤0.01%	808
2025 Q2	$97	Hold	2	–	–	﹤0.01%	835
2025 Q1	$85	Hold	2	–	–	﹤0.01%	795
2024 Q4	$83	Hold	2	–	–	﹤0.01%	907
2024 Q3	$94	Hold	2	–	–	﹤0.01%	939
2024 Q2	$81	Buy	+2	New	+$83	﹤0.01%	813
2023 Q4	–	Sell	-495	Closed	-$19.3K	–	1024
2023 Q3	$19.3K	Hold	495	–	–	﹤0.01%	514
2023 Q2	$19.9K	Hold	495	–	–	﹤0.01%	508
2023 Q1	$20.1K	Hold	495	–	–	0.01%	493
2022 Q4	$20.5K	Buy	+495	New	+$19.7K	0.01%	525
2022 Q3	–	Sell	-589	Closed	-$26K	–	1118
2022 Q2	$26K	Hold	589	–	–	0.01%	491
2022 Q1	$31K	Buy	589 +480	+440%	+$25K	0.01%	535
2021 Q4	$6K	Buy	+109	New	+$6.15K	﹤0.01%	915

Other funds holding VNQI

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Concord Wealth Partners's VNQI Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Vanguard Global ex-US Real Estate ETF (VNQI) in Q2 2026: 2 shares worth $99. The stake represents ﹤0.01% of the portfolio and ranks #863 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in VNQI as recently as Q4 2025.

Concord Wealth Partners first reported a position in VNQI in Q4 2021 and has held it in 15 quarters since. The position peaked at $31K in Q1 2022. 365 funds tracked by Wall St. Rank hold VNQI as of Q2 2026.

Concord Wealth Partners held 2 shares of Vanguard Global ex-US Real Estate ETF worth $99 as of Q2 2026.
Vanguard Global ex-US Real Estate ETF was a new Concord Wealth Partners position in Q2 2026.
Vanguard Global ex-US Real Estate ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #863 holding.
Concord Wealth Partners first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2021 and has held it in 15 quarters since.
Concord Wealth Partners's Vanguard Global ex-US Real Estate ETF position peaked at $31K in Q1 2022.
365 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.