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

Concurrent 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
2026
Q2 		$204K Buy
+4,546
New +$209K ﹤0.01% 1935

Other funds holding VNQI

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Concurrent Investment Advisors's VNQI Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in Vanguard Global ex-US Real Estate ETF (VNQI) in Q2 2026: 4,546 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #1935 among its holdings.

365 funds tracked by Wall St. Rank hold VNQI as of Q2 2026.

  • Concurrent Investment Advisors held 4,546 shares of Vanguard Global ex-US Real Estate ETF worth $204K as of Q2 2026.
  • Vanguard Global ex-US Real Estate ETF was a new Concurrent Investment Advisors position in Q2 2026.
  • Vanguard Global ex-US Real Estate ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1935 holding.
  • 365 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.