Elser Financial Planning’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Elser Financial Planning’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 Q3	–	Sell	-4,968	Closed	-$229K	–	74
2025 Q2	$229K	Sell	4,968 -354	-7%	-$15.3K	0.29%	66
2025 Q1	$215K	Buy	+5,322	New	+$214K	0.3%	63
2024 Q4	–	Sell	-4,835	Closed	-$227K	–	112
2024 Q3	$227K	Buy	+4,835	New	+$210K	0.33%	58

Other funds holding VNQI

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Elser Financial Planning's VNQI Position: Q3 2025 in Review

Elser Financial Planning sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q3 2025, closing a stake of 4,968 shares — an estimated $229K sold.

Elser Financial Planning first reported a position in VNQI in Q3 2024 and held it in 3 quarters. The position peaked at $229K in Q2 2025. 361 funds tracked by Wall St. Rank hold VNQI as of Q3 2025.

Elser Financial Planning reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q3 2025 after selling out during the quarter.
Elser Financial Planning sold 4,968 Vanguard Global ex-US Real Estate ETF shares in Q3 2025, an estimated $229K.
Elser Financial Planning first reported a position in Vanguard Global ex-US Real Estate ETF in Q3 2024 and held it in 3 quarters.
Elser Financial Planning's Vanguard Global ex-US Real Estate ETF position peaked at $229K in Q2 2025.
361 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q3 2025.

Based on Elser Financial Planning's 13F filing for Q3 2025, filed 24 Oct 2025.