Halbert Hargrove Global Advisors’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Halbert Hargrove Global Advisors’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
2025 Q3	–	Sell	-149	Closed	-$6.88K	–	747
2025 Q2	$6.88K	Sell	149 -393	-73%	-$17K	﹤0.01%	250
2025 Q1	$21.9K	Buy	542 +18	+3%	+$724	﹤0.01%	192
2024 Q4	$20.7K	Buy	+524	New	+$22.7K	﹤0.01%	190
2024 Q2	–	Sell	-46,532	Closed	-$1.96M	–	101
2024 Q1	$1.96M	Sell	46,532 -8,993	-16%	-$367K	0.13%	34
2023 Q4	$2.36M	Sell	55,525 -17,650	-24%	-$704K	0.16%	31
2023 Q3	$2.85M	Sell	73,175 -9,841	-12%	-$399K	0.21%	30
2023 Q2	$3.34M	Sell	83,016 -3,546	-4%	-$145K	0.24%	27
2023 Q1	$3.51M	Sell	86,562 -22,325	-21%	-$944K	0.24%	28
2022 Q4	$4.5M	Buy	108,887 +44,228	+68%	+$1.76M	0.32%	27
2022 Q3	$2.47M	Buy	64,659 +48,370	+297%	+$2.1M	0.19%	33
2022 Q2	$721K	Buy	+16,289	New	+$778K	0.05%	61

Other funds holding VNQI

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Halbert Hargrove Global Advisors's VNQI Position: Q3 2025 in Review

Halbert Hargrove Global Advisors sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q3 2025, closing a stake of 149 shares — an estimated $6.88K sold.

Halbert Hargrove Global Advisors first reported a position in VNQI in Q2 2022 and held it in 11 quarters. The position peaked at $4.5M in Q4 2022. 361 funds tracked by Wall St. Rank hold VNQI as of Q3 2025.

Halbert Hargrove Global Advisors reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q3 2025 after selling out during the quarter.
Halbert Hargrove Global Advisors sold 149 Vanguard Global ex-US Real Estate ETF shares in Q3 2025, an estimated $6.88K.
Halbert Hargrove Global Advisors first reported a position in Vanguard Global ex-US Real Estate ETF in Q2 2022 and held it in 11 quarters.
Halbert Hargrove Global Advisors's Vanguard Global ex-US Real Estate ETF position peaked at $4.5M in Q4 2022.
361 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q3 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.