IMA Advisory Services’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

IMA Advisory Services’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 Q1	$10.1K	Hold	227	–	–	﹤0.01%	329
2025 Q4	$10.4K	Hold	227	–	–	﹤0.01%	336
2025 Q3	$10.8K	Hold	227	–	–	﹤0.01%	318
2025 Q2	$10.5K	Hold	227	–	–	﹤0.01%	311
2025 Q1	$9.18K	Buy	+227	New	+$9.13K	﹤0.01%	310
2018 Q3	–	Sell	-85	Closed	-$5K	–	463
2018 Q2	$5K	Buy	+85	New	+$5.16K	﹤0.01%	329
2016 Q2	–	Sell	-4,356	Closed	-$233K	–	113
2016 Q1	$233K	Buy	+4,356	New	+$216K	0.14%	99

Other funds holding VNQI

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UCFA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

IMA Advisory Services's VNQI Position: Q1 2026 in Review

IMA Advisory Services held its Vanguard Global ex-US Real Estate ETF (VNQI) position steady in Q1 2026 at 227 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

IMA Advisory Services first reported a position in VNQI in Q1 2016 and has held it in 7 quarters since. The position peaked at $233K in Q1 2016. 372 funds tracked by Wall St. Rank hold VNQI as of Q1 2026.

IMA Advisory Services held 227 shares of Vanguard Global ex-US Real Estate ETF worth $10.1K as of Q1 2026.
IMA Advisory Services left its Vanguard Global ex-US Real Estate ETF share count unchanged in Q1 2026.
Vanguard Global ex-US Real Estate ETF made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #329 holding.
IMA Advisory Services first reported a position in Vanguard Global ex-US Real Estate ETF in Q1 2016 and has held it in 7 quarters since.
IMA Advisory Services's Vanguard Global ex-US Real Estate ETF position peaked at $233K in Q1 2016.
372 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.