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Evolution Wealth Management’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Evolution Wealth 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
Q2 		$8.7K Hold
194
– – 0.01% 605
2026
Q1 		$8.62K Buy
+194
New +$9.24K 0.01% 537

Other funds holding VNQI

Empower Advisory Group
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Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Evolution Wealth Management's VNQI Position: Q2 2026 in Review

Evolution Wealth Management held its Vanguard Global ex-US Real Estate ETF (VNQI) position steady in Q2 2026 at 194 shares worth $8.7K. The position accounts for 0.01% of the portfolio, ranked #605.

Evolution Wealth Management first reported a position in VNQI in Q1 2026 and has held it in 2 quarters since. 365 funds tracked by Wall St. Rank hold VNQI as of Q2 2026.

  • Evolution Wealth Management held 194 shares of Vanguard Global ex-US Real Estate ETF worth $8.7K as of Q2 2026.
  • Evolution Wealth Management left its Vanguard Global ex-US Real Estate ETF share count unchanged in Q2 2026.
  • Vanguard Global ex-US Real Estate ETF made up 0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #605 holding.
  • Evolution Wealth Management first reported a position in Vanguard Global ex-US Real Estate ETF in Q1 2026 and has held it in 2 quarters since.
  • 365 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.