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Heritage Wealth Advisors’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Heritage Wealth 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
Q4 		– Sell
-54
Closed -$2.58K – 616
2025
Q3 		$2.58K Buy
+54
New +$2.53K ﹤0.01% 513
2025
Q2 		– Sell
-36
Closed -$1.47K – 594
2025
Q1 		$1.47K Buy
+36
New +$1.45K ﹤0.01% 520
2020
Q1 		– Sell
-577
Closed -$34.1K – 584
2019
Q4 		$34.1K Buy
+577
New +$34.6K ﹤0.01% 330

Other funds holding VNQI

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $7.18B AUM 21.21% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Heritage Wealth Advisors's VNQI Position: Q4 2025 in Review

Heritage Wealth Advisors sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q4 2025, closing a stake of 54 shares — an estimated $2.58K sold.

Heritage Wealth Advisors first reported a position in VNQI in Q4 2019 and held it in 3 quarters. The position peaked at $34.1K in Q4 2019. 373 funds tracked by Wall St. Rank hold VNQI as of Q4 2025.

  • Heritage Wealth Advisors reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q4 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 54 Vanguard Global ex-US Real Estate ETF shares in Q4 2025, an estimated $2.58K.
  • Heritage Wealth Advisors first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2019 and held it in 3 quarters.
  • Heritage Wealth Advisors's Vanguard Global ex-US Real Estate ETF position peaked at $34.1K in Q4 2019.
  • 373 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q4 2025.

Based on Heritage Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.