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Harpswell Capital Advisors’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Harpswell Capital 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
2026
Q2 		$604K Buy
13,460
+4,800
+55% +$221K 0.39% 30
2026
Q1 		$385K Hold
8,660
– – 0.29% 33
2025
Q4 		$397K Buy
+8,660
New +$409K 0.31% 30

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

Harpswell Capital Advisors's VNQI Position: Q2 2026 in Review

Harpswell Capital Advisors increased its Vanguard Global ex-US Real Estate ETF (VNQI) stake by 55% in Q2 2026, buying an estimated $221K and bringing the position to 13,460 shares worth $604K. The position accounts for 0.39% of the portfolio, ranked #30.

Harpswell Capital Advisors first reported a position in VNQI in Q4 2025 and has held it in 3 quarters since. 365 funds tracked by Wall St. Rank hold VNQI as of Q2 2026.

  • Harpswell Capital Advisors held 13,460 shares of Vanguard Global ex-US Real Estate ETF worth $604K as of Q2 2026.
  • Harpswell Capital Advisors bought 4,800 Vanguard Global ex-US Real Estate ETF shares in Q2 2026, an estimated $221K.
  • Vanguard Global ex-US Real Estate ETF made up 0.39% of Harpswell Capital Advisors's portfolio in Q2 2026, its #30 holding.
  • Harpswell Capital Advisors first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2025 and has held it in 3 quarters since.
  • 365 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2026.

Based on Harpswell Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.