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

Independence 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
2020
Q3 		$1.44M Buy
29,668
+6,148
+26% +$299K 0.31% 31
2020
Q2 		$1.1M Buy
23,520
+365
+2% +$16.5K 0.25% 33
2020
Q1 		$994K Sell
23,155
-12,351
-35% -$665K 0.27% 32
2019
Q4 		$2.1M Sell
35,506
-23
-0.1% -$1.38K 0.51% 28
2019
Q3 		$2.08M Sell
35,529
-32
-0.1% -$1.87K 0.51% 25
2019
Q2 		$2.1M Sell
35,561
-15
-0% -$878 0.54% 24
2019
Q1 		$2.12M Sell
35,576
-55
-0.2% -$3.12K 0.6% 24
2018
Q4 		$1.87M Buy
35,631
+29,894
+521% +$1.61M 0.62% 23
2018
Q3 		$322K Buy
5,737
+2
+0% +$115 0.1% 58
2018
Q2 		$333K Hold
5,735
– – 0.11% 55
2018
Q1 		$349K Buy
5,735
+607
+12% +$37.2K 0.12% 53
2017
Q4 		$310K Buy
5,128
+6
+0.1% +$361 0.1% 56
2017
Q3 		$304K Buy
5,122
+1
+0% +$58 0.12% 50
2017
Q2 		$288K Hold
5,121
– – 0.11% 57
2017
Q1 		$273K Buy
+5,121
New +$266K 0.11% 58

Other funds holding VNQI

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Independence Advisors's VNQI Position: Q3 2020 in Review

Independence Advisors increased its Vanguard Global ex-US Real Estate ETF (VNQI) stake by 26% in Q3 2020, buying an estimated $299K and bringing the position to 29,668 shares worth $1.44M. The position accounts for 0.31% of the portfolio, ranked #31.

Independence Advisors first reported a position in VNQI in Q1 2017 and has held it in 15 quarters since. The position peaked at $2.12M in Q1 2019. 315 funds tracked by Wall St. Rank hold VNQI as of Q3 2020.

  • Independence Advisors held 29,668 shares of Vanguard Global ex-US Real Estate ETF worth $1.44M as of Q3 2020.
  • Independence Advisors bought 6,148 Vanguard Global ex-US Real Estate ETF shares in Q3 2020, an estimated $299K.
  • Vanguard Global ex-US Real Estate ETF made up 0.31% of Independence Advisors's portfolio in Q3 2020, its #31 holding.
  • Independence Advisors first reported a position in Vanguard Global ex-US Real Estate ETF in Q1 2017 and has held it in 15 quarters since.
  • Independence Advisors's Vanguard Global ex-US Real Estate ETF position peaked at $2.12M in Q1 2019.
  • 315 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.