First National Bank of Mount Dora’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

First National Bank of Mount Dora’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	$511K	Hold	11,400	–	–	0.1%	96
2026 Q1	$507K	Hold	11,400	–	–	0.11%	92
2025 Q4	$523K	Hold	11,400	–	–	0.11%	89
2025 Q3	$544K	Hold	11,400	–	–	0.12%	87
2025 Q2	$526K	Hold	11,400	–	–	0.12%	89
2025 Q1	$461K	Hold	11,400	–	–	0.11%	96
2024 Q4	$451K	Sell	11,400 -1,500	-12%	-$64.9K	0.11%	99
2024 Q3	$605K	Hold	12,900	–	–	0.14%	94
2024 Q2	$523K	Hold	12,900	–	–	0.13%	100
2024 Q1	$544K	Hold	12,900	–	–	0.13%	96
2023 Q4	$549K	Hold	12,900	–	–	0.15%	83
2023 Q3	$502K	Hold	12,900	–	–	0.15%	84
2023 Q2	$518K	Hold	12,900	–	–	0.15%	88
2023 Q1	$523K	Hold	12,900	–	–	0.16%	88
2022 Q4	$533K	Hold	12,900	–	–	0.18%	86
2022 Q3	$492K	Hold	12,900	–	–	0.17%	85
2022 Q2	$571K	Hold	12,900	–	–	0.2%	82
2022 Q1	$670K	Hold	12,900	–	–	0.2%	81
2021 Q4	$696K	Hold	12,900	–	–	0.21%	77
2021 Q3	$727K	Hold	12,900	–	–	0.24%	76
2021 Q2	$753K	Hold	12,900	–	–	0.25%	72
2021 Q1	$719K	Buy	12,900 +8,500	+193%	+$465K	0.25%	73
2020 Q4	$239K	Sell	4,400 -1,100	-20%	-$56.7K	0.09%	93
2020 Q3	$268K	Hold	5,500	–	–	0.11%	82
2020 Q2	$257K	Hold	5,500	–	–	0.12%	84
2020 Q1	$236K	Buy	5,500 +1,900	+53%	+$102K	0.12%	78
2019 Q4	$213K	Hold	3,600	–	–	0.09%	84
2019 Q3	$210K	Hold	3,600	–	–	0.1%	82
2019 Q2	$213K	Sell	3,600 -124	-3%	-$7.26K	0.1%	84
2019 Q1	$222K	Buy	+3,724	New	+$211K	0.1%	84
2018 Q3	–	Sell	-3,500	Closed	-$203K	–	98
2018 Q2	$203K	Hold	3,500	–	–	0.09%	86
2018 Q1	$213K	Hold	3,500	–	–	0.1%	81
2017 Q4	$212K	Buy	+3,500	New	+$210K	0.09%	81

Other funds holding VNQI

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

CCM

Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return

CAM

Chandler Asset Management San Diego, California $710M AUM 13.71% 1-Year Est. Return

CPWM

Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

First National Bank of Mount Dora's VNQI Position: Q2 2026 in Review

First National Bank of Mount Dora held its Vanguard Global ex-US Real Estate ETF (VNQI) position steady in Q2 2026 at 11,400 shares worth $511K. The position accounts for 0.1% of the portfolio, ranked #96.

First National Bank of Mount Dora first reported a position in VNQI in Q4 2017 and has held it in 33 quarters since. The position peaked at $753K in Q2 2021. 231 funds tracked by Wall St. Rank hold VNQI as of Q2 2026.

First National Bank of Mount Dora held 11,400 shares of Vanguard Global ex-US Real Estate ETF worth $511K as of Q2 2026.
First National Bank of Mount Dora left its Vanguard Global ex-US Real Estate ETF share count unchanged in Q2 2026.
Vanguard Global ex-US Real Estate ETF made up 0.1% of First National Bank of Mount Dora's portfolio in Q2 2026, its #96 holding.
First National Bank of Mount Dora first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2017 and has held it in 33 quarters since.
First National Bank of Mount Dora's Vanguard Global ex-US Real Estate ETF position peaked at $753K in Q2 2021.
231 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2026.

Based on First National Bank of Mount Dora's 13F filing for Q2 2026, filed 8 Jul 2026.