Hill Investment Group Partners’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Hill Investment Group Partners’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 Q4	–	Sell	-5,741	Closed	-$219K	–	56
2022 Q3	$219K	Sell	5,741 -269	-4%	-$11.7K	0.06%	40
2022 Q2	$266K	Sell	6,010 -1,173	-16%	-$56K	0.07%	39
2022 Q1	$373K	Buy	7,183 +1,271	+21%	+$66.2K	0.12%	30
2021 Q4	$319K	Sell	5,912 -202	-3%	-$11.4K	0.19%	27
2021 Q3	$344K	Buy	6,114 +1,215	+25%	+$71.3K	0.22%	24
2021 Q2	$286K	Buy	+4,899	New	+$285K	0.24%	23

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

TWP

TFO Wealth Partners Maumee, Ohio $735M AUM 21.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

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

Hill Investment Group Partners's VNQI Position: Q4 2022 in Review

Hill Investment Group Partners sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q4 2022, closing a stake of 5,741 shares — an estimated $219K sold.

Hill Investment Group Partners first reported a position in VNQI in Q2 2021 and held it in 6 quarters. The position peaked at $373K in Q1 2022. 354 funds tracked by Wall St. Rank hold VNQI as of Q4 2022.

Hill Investment Group Partners reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q4 2022 after selling out during the quarter.
Hill Investment Group Partners sold 5,741 Vanguard Global ex-US Real Estate ETF shares in Q4 2022, an estimated $219K.
Hill Investment Group Partners first reported a position in Vanguard Global ex-US Real Estate ETF in Q2 2021 and held it in 6 quarters.
Hill Investment Group Partners's Vanguard Global ex-US Real Estate ETF position peaked at $373K in Q1 2022.
354 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q4 2022.

Based on Hill Investment Group Partners's 13F filing for Q4 2022, filed 11 Aug 2023.