Elevation Wealth Partners
VNQI icon

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

Elevation 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
Q3 		$350K Buy
8,232
+328
+4% +$14.8K 0.1% 104
2026
Q2 		$354K Buy
7,904
+458
+6% +$21.1K 0.11% 98
2026
Q1 		$331K Sell
7,446
-55
-0.7% -$2.62K 0.12% 93
2025
Q4 		$344K Buy
7,501
+494
+7% +$23.3K 0.12% 91
2025
Q3 		$335K Buy
7,007
+109
+2% +$5.1K 0.12% 92
2025
Q2 		$318K Buy
6,898
+478
+7% +$20.6K 0.13% 93
2025
Q1 		$260K Buy
6,420
+136
+2% +$5.47K 0.11% 96
2024
Q4 		$249K Buy
6,284
+1,444
+30% +$62.5K 0.11% 97
2024
Q3 		$227K Buy
4,840
+21
+0.4% +$914 0.1% 105
2024
Q2 		$196K Sell
4,819
-31
-0.6% -$1.28K 0.09% 107
2024
Q1 		$204K Buy
4,850
+6
+0.1% +$245 0.1% 106
2023
Q4 		$189K Sell
4,844
-14
-0.3% -$558 0.11% 108
2023
Q3 		$189K Sell
4,858
-11
-0.2% -$446 0.16% 65
2023
Q2 		$196K Buy
4,869
+169
+4% +$6.92K 0.16% 60
2023
Q1 		$191K Buy
+4,700
New +$199K 0.17% 63

Other funds holding VNQI

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Moller Wealth Partners
Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return
Rockwood Wealth Management
Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return
Marathon Strategic Advisors
Marathon Strategic Advisors Pittsburgh, Pennsylvania $171M AUM 48.57% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Marotta Asset Management
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
Traveka Wealth
Traveka Wealth Los Altos, California $324M AUM 18.67% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Elevation Wealth Partners's VNQI Position: Q3 2026 in Review

Elevation Wealth Partners increased its Vanguard Global ex-US Real Estate ETF (VNQI) stake by 4.1% in Q3 2026, buying an estimated $14.8K and bringing the position to 8,232 shares worth $350K. The position accounts for 0.1% of the portfolio, ranked #104.

Elevation Wealth Partners first reported a position in VNQI in Q1 2023 and has held it in 15 quarters since. The position peaked at $354K in Q2 2026. 127 funds tracked by Wall St. Rank hold VNQI as of Q3 2026.

  • Elevation Wealth Partners held 8,232 shares of Vanguard Global ex-US Real Estate ETF worth $350K as of Q3 2026.
  • Elevation Wealth Partners bought 328 Vanguard Global ex-US Real Estate ETF shares in Q3 2026, an estimated $14.8K.
  • Vanguard Global ex-US Real Estate ETF made up 0.1% of Elevation Wealth Partners's portfolio in Q3 2026, its #104 holding.
  • Elevation Wealth Partners first reported a position in Vanguard Global ex-US Real Estate ETF in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's Vanguard Global ex-US Real Estate ETF position peaked at $354K in Q2 2026.
  • 127 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.