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Evelyn Partners Investment Management’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Evelyn Partners Investment 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
Q1 		$27.6K Hold
620
– – ﹤0.01% 318
2025
Q4 		$28.4K Hold
620
– – ﹤0.01% 321
2025
Q3 		$29.6K Hold
620
– – ﹤0.01% 310
2025
Q2 		$28.6K Hold
620
– – ﹤0.01% 316
2025
Q1 		$25.1K Hold
620
– – ﹤0.01% 319
2024
Q4 		$24.5K Buy
+620
New +$26.8K ﹤0.01% 311

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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 $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Evelyn Partners Investment Management's VNQI Position: Q1 2026 in Review

Evelyn Partners Investment Management held its Vanguard Global ex-US Real Estate ETF (VNQI) position steady in Q1 2026 at 620 shares worth $27.6K. The position accounts for ﹤0.01% of the portfolio, ranked #318.

Evelyn Partners Investment Management first reported a position in VNQI in Q4 2024 and has held it in 6 quarters since. The position peaked at $29.6K in Q3 2025. 375 funds tracked by Wall St. Rank hold VNQI as of Q1 2026.

  • Evelyn Partners Investment Management held 620 shares of Vanguard Global ex-US Real Estate ETF worth $27.6K as of Q1 2026.
  • Evelyn Partners Investment Management left its Vanguard Global ex-US Real Estate ETF share count unchanged in Q1 2026.
  • Vanguard Global ex-US Real Estate ETF made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #318 holding.
  • Evelyn Partners Investment Management first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Vanguard Global ex-US Real Estate ETF position peaked at $29.6K in Q3 2025.
  • 375 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.