HC Financial Advisors’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

HC Financial 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
2022 Q2	$4K	Hold	85	–	–	﹤0.01%	297
2022 Q1	$4K	Hold	85	–	–	﹤0.01%	281
2021 Q4	$5K	Hold	85	–	–	﹤0.01%	286
2021 Q3	$5K	Hold	85	–	–	﹤0.01%	278
2021 Q2	$5K	Hold	85	–	–	﹤0.01%	291
2021 Q1	$5K	Hold	85	–	–	﹤0.01%	300
2020 Q4	$5K	Hold	85	–	–	﹤0.01%	308
2020 Q3	$4K	Hold	85	–	–	﹤0.01%	328
2020 Q2	$4K	Hold	85	–	–	﹤0.01%	307
2020 Q1	$4K	Buy	+85	New	+$4.58K	﹤0.01%	321

Other funds holding VNQI

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

HC Financial Advisors's VNQI Position: Q2 2022 in Review

HC Financial Advisors held its Vanguard Global ex-US Real Estate ETF (VNQI) position steady in Q2 2022 at 85 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

HC Financial Advisors first reported a position in VNQI in Q1 2020 and has held it in 10 quarters since. The position peaked at $5K in Q4 2021. 350 funds tracked by Wall St. Rank hold VNQI as of Q2 2022.

HC Financial Advisors held 85 shares of Vanguard Global ex-US Real Estate ETF worth $4K as of Q2 2022.
HC Financial Advisors left its Vanguard Global ex-US Real Estate ETF share count unchanged in Q2 2022.
Vanguard Global ex-US Real Estate ETF made up ﹤0.01% of HC Financial Advisors's portfolio in Q2 2022, its #297 holding.
HC Financial Advisors first reported a position in Vanguard Global ex-US Real Estate ETF in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's Vanguard Global ex-US Real Estate ETF position peaked at $5K in Q4 2021.
350 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.