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Klingman & Associates’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Klingman & Associates’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 		$212K Hold
4,720
– – 0.01% 332
2026
Q1 		$210K Hold
4,720
– – 0.01% 320
2025
Q4 		$216K Buy
+4,720
New +$223K 0.01% 303
2022
Q2 		– Sell
-4,425
Closed -$230K – 211
2022
Q1 		$230K Hold
4,425
– – 0.02% 186
2021
Q4 		$239K Hold
4,425
– – 0.02% 165
2021
Q3 		$249K Buy
+4,425
New +$260K 0.02% 149
2021
Q2 		– Sell
-3,769
Closed -$210K – 177
2021
Q1 		$210K Sell
3,769
-294
-7% -$16.1K 0.02% 160
2020
Q4 		$221K Sell
4,063
-236
-5% -$12.2K 0.03% 145
2020
Q3 		$209K Buy
4,299
+1
+0% +$49 0.03% 133
2020
Q2 		$201K Buy
+4,298
New +$194K 0.03% 124
2017
Q3 		– Sell
-4,000
Closed -$225K – 99
2017
Q2 		$225K Hold
4,000
– – 0.06% 89
2017
Q1 		$213K Buy
+4,000
New +$208K 0.06% 90
2016
Q4 		– Sell
-4,000
Closed -$225K – 314
2016
Q3 		$225K Sell
4,000
-375
-9% -$21K 0.07% 90
2016
Q2 		$237K Buy
4,375
+375
+9% +$20.2K 0.08% 86
2016
Q1 		$214K Hold
4,000
– – 0.08% 90
2015
Q4 		$204K Hold
4,000
– – 0.08% 109
2015
Q3 		$203K Hold
4,000
– – 0.08% 107
2015
Q2 		$222K Hold
4,000
– – 0.09% 80
2015
Q1 		$225K Hold
4,000
– – 0.09% 79
2014
Q4 		$214K Buy
+4,000
New +$220K 0.09% 82

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

Klingman & Associates's VNQI Position: Q2 2026 in Review

Klingman & Associates held its Vanguard Global ex-US Real Estate ETF (VNQI) position steady in Q2 2026 at 4,720 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #332.

Klingman & Associates first reported a position in VNQI in Q4 2014 and has held it in 20 quarters since. The position peaked at $249K in Q3 2021. 366 funds tracked by Wall St. Rank hold VNQI as of Q2 2026.

  • Klingman & Associates held 4,720 shares of Vanguard Global ex-US Real Estate ETF worth $212K as of Q2 2026.
  • Klingman & Associates left its Vanguard Global ex-US Real Estate ETF share count unchanged in Q2 2026.
  • Vanguard Global ex-US Real Estate ETF made up 0.01% of Klingman & Associates's portfolio in Q2 2026, its #332 holding.
  • Klingman & Associates first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2014 and has held it in 20 quarters since.
  • Klingman & Associates's Vanguard Global ex-US Real Estate ETF position peaked at $249K in Q3 2021.
  • 366 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.