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Hoxton Planning & Management’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Hoxton Planning & 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
2023
Q2 		– Sell
-7,511
Closed -$305K – 167
2023
Q1 		$305K Sell
7,511
-3,506
-32% -$148K 0.17% 115
2022
Q4 		$455K Buy
+11,017
New +$439K 0.24% 85

Other funds holding VNQI

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hoxton Planning & Management's VNQI Position: Q2 2023 in Review

Hoxton Planning & Management sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q2 2023, closing a stake of 7,511 shares — an estimated $305K sold.

Hoxton Planning & Management first reported a position in VNQI in Q4 2022 and held it in 2 quarters. The position peaked at $455K in Q4 2022. 332 funds tracked by Wall St. Rank hold VNQI as of Q2 2023.

  • Hoxton Planning & Management reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q2 2023 after selling out during the quarter.
  • Hoxton Planning & Management sold 7,511 Vanguard Global ex-US Real Estate ETF shares in Q2 2023, an estimated $305K.
  • Hoxton Planning & Management first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2022 and held it in 2 quarters.
  • Hoxton Planning & Management's Vanguard Global ex-US Real Estate ETF position peaked at $455K in Q4 2022.
  • 332 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2023.

Based on Hoxton Planning & Management's 13F filing for Q2 2023, filed 20 Jul 2023.