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Excelsior Advisor Network’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Excelsior Advisor Network’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 		$207K Buy
4,625
+100
+2% +$4.61K 0.03% 434
2026
Q1 		$201K Buy
+4,525
New +$215K 0.08% 219

Other funds holding VNQI

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

Excelsior Advisor Network's VNQI Position: Q2 2026 in Review

Excelsior Advisor Network increased its Vanguard Global ex-US Real Estate ETF (VNQI) stake by 2.2% in Q2 2026, buying an estimated $4.61K and bringing the position to 4,625 shares worth $207K. The position accounts for 0.03% of the portfolio, ranked #434.

Excelsior Advisor Network 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.

  • Excelsior Advisor Network held 4,625 shares of Vanguard Global ex-US Real Estate ETF worth $207K as of Q2 2026.
  • Excelsior Advisor Network bought 100 Vanguard Global ex-US Real Estate ETF shares in Q2 2026, an estimated $4.61K.
  • Vanguard Global ex-US Real Estate ETF made up 0.03% of Excelsior Advisor Network's portfolio in Q2 2026, its #434 holding.
  • Excelsior Advisor Network 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 Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.