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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
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

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

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

Elevation Wealth Partners increased its Vanguard Global ex-US Real Estate ETF (VNQI) stake by 6.2% in Q2 2026, buying an estimated $21.1K and bringing the position to 7,904 shares worth $354K. The position accounts for 0.11% of the portfolio, ranked #98.

Elevation Wealth Partners first reported a position in VNQI in Q1 2023 and has held it in 14 quarters since. 66 funds tracked by Wall St. Rank hold VNQI as of Q2 2026.

  • Elevation Wealth Partners held 7,904 shares of Vanguard Global ex-US Real Estate ETF worth $354K as of Q2 2026.
  • Elevation Wealth Partners bought 458 Vanguard Global ex-US Real Estate ETF shares in Q2 2026, an estimated $21.1K.
  • Vanguard Global ex-US Real Estate ETF made up 0.11% of Elevation Wealth Partners's portfolio in Q2 2026, its #98 holding.
  • Elevation Wealth Partners first reported a position in Vanguard Global ex-US Real Estate ETF in Q1 2023 and has held it in 14 quarters since.
  • 66 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.