HWM
VNQI icon

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

HB 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 		$516K Buy
11,499
+4,545
+65% +$209K ﹤0.01% 1089
2026
Q1 		$309K Hold
6,954
– – ﹤0.01% 1220
2025
Q4 		$319K Buy
+6,954
New +$329K ﹤0.01% 1109

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 22.9% 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

HB Wealth Management's VNQI Position: Q2 2026 in Review

HB Wealth Management increased its Vanguard Global ex-US Real Estate ETF (VNQI) stake by 65% in Q2 2026, buying an estimated $209K and bringing the position to 11,499 shares worth $516K. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

HB Wealth Management first reported a position in VNQI in Q4 2025 and has held it in 3 quarters since. 368 funds tracked by Wall St. Rank hold VNQI as of Q2 2026.

  • HB Wealth Management held 11,499 shares of Vanguard Global ex-US Real Estate ETF worth $516K as of Q2 2026.
  • HB Wealth Management bought 4,545 Vanguard Global ex-US Real Estate ETF shares in Q2 2026, an estimated $209K.
  • Vanguard Global ex-US Real Estate ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1089 holding.
  • HB Wealth Management first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2025 and has held it in 3 quarters since.
  • 368 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.