IWM
VNQI icon

Integris Wealth Management’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Integris Wealth 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
2026
Q2 		$401K Sell
8,935
-640
-7% -$29.5K 0.08% 85
2026
Q1 		$426K Sell
9,575
-411
-4% -$19.6K 0.1% 70
2025
Q4 		$458K Sell
9,986
-83
-0.8% -$3.92K 0.1% 71
2025
Q3 		$481K Sell
10,069
-142
-1% -$6.65K 0.12% 69
2025
Q2 		$471K Sell
10,211
-424
-4% -$18.3K 0.12% 64
2025
Q1 		$430K Sell
10,635
-346
-3% -$13.9K 0.12% 59
2024
Q4 		$434K Sell
10,981
-962
-8% -$41.7K 0.12% 61
2024
Q3 		$560K Sell
11,943
-517
-4% -$22.5K 0.16% 41
2024
Q2 		$506K Sell
12,460
-2,401
-16% -$99.2K 0.15% 43
2024
Q1 		$626K Sell
14,861
-2,955
-17% -$121K 0.17% 42
2023
Q4 		$759K Sell
17,816
-9,628
-35% -$384K 0.22% 36
2023
Q3 		$1.07M Sell
27,444
-152,980
-85% -$6.21M 0.35% 31
2023
Q2 		$7.25M Buy
180,424
+6,230
+4% +$255K 2.57% 9
2023
Q1 		$7.07M Buy
174,194
+7,456
+4% +$315K 2.6% 9
2022
Q4 		$6.89M Buy
+166,738
New +$6.65M 2.69% 9

Other funds holding VNQI

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Integris Wealth Management's VNQI Position: Q2 2026 in Review

Integris Wealth Management reduced its Vanguard Global ex-US Real Estate ETF (VNQI) stake by 6.7% in Q2 2026, selling an estimated $29.5K and leaving 8,935 shares worth $401K. The position accounts for 0.08% of the portfolio, ranked #85.

Integris Wealth Management first reported a position in VNQI in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.25M in Q2 2023. 366 funds tracked by Wall St. Rank hold VNQI as of Q2 2026.

  • Integris Wealth Management held 8,935 shares of Vanguard Global ex-US Real Estate ETF worth $401K as of Q2 2026.
  • Integris Wealth Management sold 640 Vanguard Global ex-US Real Estate ETF shares in Q2 2026, an estimated $29.5K.
  • Vanguard Global ex-US Real Estate ETF made up 0.08% of Integris Wealth Management's portfolio in Q2 2026, its #85 holding.
  • Integris Wealth Management first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
  • Integris Wealth Management's Vanguard Global ex-US Real Estate ETF position peaked at $7.25M in Q2 2023.
  • 366 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2026.

Based on Integris Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.