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Founders Financial Securities’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Founders Financial Securities’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
2023
Q4 		– Sell
-5,146
Closed -$200K – 389
2023
Q3 		$200K Buy
5,146
+129
+3% +$5.23K 0.03% 308
2023
Q2 		$202K Hold
5,017
– – 0.03% 301
2023
Q1 		$204K Hold
5,017
– – 0.03% 299
2022
Q4 		$207K Buy
+5,017
New +$200K 0.03% 302

Other funds holding VNQI

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $7.18B AUM 21.21% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Founders Financial Securities's VNQI Position: Q4 2023 in Review

Founders Financial Securities sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q4 2023, closing a stake of 5,146 shares — an estimated $200K sold.

Founders Financial Securities first reported a position in VNQI in Q4 2022 and held it in 4 quarters. The position peaked at $207K in Q4 2022. 376 funds tracked by Wall St. Rank hold VNQI as of Q4 2023.

  • Founders Financial Securities reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q4 2023 after selling out during the quarter.
  • Founders Financial Securities sold 5,146 Vanguard Global ex-US Real Estate ETF shares in Q4 2023, an estimated $200K.
  • Founders Financial Securities first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2022 and held it in 4 quarters.
  • Founders Financial Securities's Vanguard Global ex-US Real Estate ETF position peaked at $207K in Q4 2022.
  • 376 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q4 2023.

Based on Founders Financial Securities's 13F filing for Q4 2023, filed 6 Feb 2024.