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Discipline Wealth Solutions’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Discipline Wealth Solutions’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
Q2 		– Sell
-9,019
Closed -$365K – 94
2025
Q1 		$365K Hold
9,019
– – 0.17% 56
2024
Q4 		$357K Buy
+9,019
New +$390K 0.17% 59

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BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Discipline Wealth Solutions's VNQI Position: Q2 2025 in Review

Discipline Wealth Solutions sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q2 2025, closing a stake of 9,019 shares — an estimated $365K sold.

Discipline Wealth Solutions first reported a position in VNQI in Q4 2024 and held it in 2 quarters. The position peaked at $365K in Q1 2025. 348 funds tracked by Wall St. Rank hold VNQI as of Q2 2025.

  • Discipline Wealth Solutions reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • Discipline Wealth Solutions sold 9,019 Vanguard Global ex-US Real Estate ETF shares in Q2 2025, an estimated $365K.
  • Discipline Wealth Solutions first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2024 and held it in 2 quarters.
  • Discipline Wealth Solutions's Vanguard Global ex-US Real Estate ETF position peaked at $365K in Q1 2025.
  • 348 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2025.

Based on Discipline Wealth Solutions's 13F filing for Q2 2025, filed 7 Jul 2025.