DWM
VNQI icon

Dopkins Wealth Management’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Dopkins Wealth Management’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 		$1.69M Buy
37,734
+2,457
+7% +$113K 0.62% 34
2026
Q1 		$1.57M Sell
35,277
-2,346
-6% -$112K 0.63% 33
2025
Q4 		$1.72M Buy
37,623
+3,030
+9% +$143K 0.7% 33
2025
Q3 		$1.65M Sell
34,593
-839
-2% -$39.3K 0.7% 33
2025
Q2 		$1.64M Sell
35,432
-708
-2% -$30.6K 0.73% 35
2025
Q1 		$1.46M Buy
36,140
+8,802
+32% +$354K 0.74% 30
2024
Q4 		$1.08M Buy
27,338
+20,467
+298% +$886K 0.55% 38
2024
Q3 		$322K Sell
6,871
-14,558
-68% -$634K 0.26% 41
2024
Q2 		$869K Buy
21,429
+965
+5% +$39.9K 0.53% 28
2024
Q1 		$862K Buy
20,464
+2,202
+12% +$89.9K 0.52% 26
2023
Q4 		$778K Buy
18,262
+1,951
+12% +$77.8K 0.61% 23
2023
Q3 		$635K Buy
16,311
+2,203
+16% +$89.4K 0.48% 27
2023
Q2 		$567K Buy
14,108
+1,294
+10% +$53K 0.51% 20
2023
Q1 		$520K Sell
12,814
-3,310
-21% -$140K 0.49% 20
2022
Q4 		$667K Buy
+16,124
New +$643K 0.59% 23

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
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Dopkins Wealth Management's VNQI Position: Q2 2026 in Review

Dopkins Wealth Management increased its Vanguard Global ex-US Real Estate ETF (VNQI) stake by 7% in Q2 2026, buying an estimated $113K and bringing the position to 37,734 shares worth $1.69M. The position accounts for 0.62% of the portfolio, ranked #34.

Dopkins Wealth Management first reported a position in VNQI in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.72M in Q4 2025. 66 funds tracked by Wall St. Rank hold VNQI as of Q2 2026.

  • Dopkins Wealth Management held 37,734 shares of Vanguard Global ex-US Real Estate ETF worth $1.69M as of Q2 2026.
  • Dopkins Wealth Management bought 2,457 Vanguard Global ex-US Real Estate ETF shares in Q2 2026, an estimated $113K.
  • Vanguard Global ex-US Real Estate ETF made up 0.62% of Dopkins Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Dopkins Wealth Management first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
  • Dopkins Wealth Management's Vanguard Global ex-US Real Estate ETF position peaked at $1.72M in Q4 2025.
  • 66 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2026.

Based on Dopkins Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.