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

Golden State 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	$41.5K	Buy	924 +779	+537%	+$35.9K	﹤0.01%	768
2026 Q1	$6.45K	Buy	145 +12	+9%	+$571	﹤0.01%	1174
2025 Q4	$6.11K	Buy	133 +6	+5%	+$284	﹤0.01%	1207
2025 Q3	$6.07K	Hold	127	–	–	﹤0.01%	1211
2025 Q2	$5.87K	Hold	127	–	–	﹤0.01%	1194
2025 Q1	$5.15K	Sell	127 -4	-3%	-$161	﹤0.01%	1165
2024 Q4	$5.22K	Buy	+131	New	+$5.67K	﹤0.01%	1112
2019 Q4	–	Sell	-45	Closed	-$3K	–	926
2019 Q3	$3K	Buy	+45	New	+$2.63K	﹤0.01%	942

Other funds holding VNQI

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Golden State Wealth Management's VNQI Position: Q2 2026 in Review

Golden State Wealth Management increased its Vanguard Global ex-US Real Estate ETF (VNQI) stake by 537% in Q2 2026, buying an estimated $35.9K and bringing the position to 924 shares worth $41.5K. The position accounts for ﹤0.01% of the portfolio, ranked #768.

Golden State Wealth Management first reported a position in VNQI in Q3 2019 and has held it in 8 quarters since. 365 funds tracked by Wall St. Rank hold VNQI as of Q2 2026.

Golden State Wealth Management held 924 shares of Vanguard Global ex-US Real Estate ETF worth $41.5K as of Q2 2026.
Golden State Wealth Management bought 779 Vanguard Global ex-US Real Estate ETF shares in Q2 2026, an estimated $35.9K.
Vanguard Global ex-US Real Estate ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #768 holding.
Golden State Wealth Management first reported a position in Vanguard Global ex-US Real Estate ETF in Q3 2019 and has held it in 8 quarters since.
365 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.