EverSource Wealth Advisors’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

EverSource Wealth Advisors’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	$42.9K	Hold	965	–	–	﹤0.01%	2013
2025 Q4	$44.2K	Buy	+965	New	+$45.6K	﹤0.01%	1827
2025 Q1	–	Sell	-11	Closed	-$435	–	4176
2024 Q4	$435	Buy	+11	New	+$476	﹤0.01%	3245
2024 Q1	–	Sell	-36	Closed	-$1.53K	–	2996
2023 Q4	$1.53K	Buy	+36	New	+$1.44K	﹤0.01%	2260
2022 Q3	–	Sell	-2,240	Closed	-$99K	–	2154
2022 Q2	$99K	Hold	2,240	–	–	0.03%	378
2022 Q1	$116K	Hold	2,240	–	–	0.03%	313
2021 Q4	$121K	Buy	+2,240	New	+$126K	0.03%	282

Other funds holding VNQI

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $7.18B AUM 21.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

EverSource Wealth Advisors's VNQI Position: Q1 2026 in Review

EverSource Wealth Advisors held its Vanguard Global ex-US Real Estate ETF (VNQI) position steady in Q1 2026 at 965 shares worth $42.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2013.

EverSource Wealth Advisors first reported a position in VNQI in Q4 2021 and has held it in 7 quarters since. The position peaked at $121K in Q4 2021. 372 funds tracked by Wall St. Rank hold VNQI as of Q1 2026.

EverSource Wealth Advisors held 965 shares of Vanguard Global ex-US Real Estate ETF worth $42.9K as of Q1 2026.
EverSource Wealth Advisors 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 EverSource Wealth Advisors's portfolio in Q1 2026, its #2013 holding.
EverSource Wealth Advisors first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2021 and has held it in 7 quarters since.
EverSource Wealth Advisors's Vanguard Global ex-US Real Estate ETF position peaked at $121K in Q4 2021.
372 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.