Kovitz Investment Group Partners
VNQI icon

Kovitz Investment Group Partners’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-5,091
Closed -$243K – 1297
2025
Q3 		$243K Sell
5,091
-6,364
-56% -$298K ﹤0.01% 1277
2025
Q2 		$529K Sell
11,455
-124
-1% -$5.35K ﹤0.01% 951
2025
Q1 		$468K Sell
11,579
-134
-1% -$5.39K ﹤0.01% 921
2024
Q4 		$463K Sell
11,713
-107
-0.9% -$4.63K ﹤0.01% 916
2024
Q3 		$555K Buy
11,820
+1,070
+10% +$46.6K ﹤0.01% 738
2024
Q2 		$436K Sell
10,750
-58
-0.5% -$2.4K ﹤0.01% 672
2024
Q1 		$455K Sell
10,808
-2,881
-21% -$118K 0.01% 518
2023
Q4 		$583K Sell
13,689
-695
-5% -$27.7K 0.01% 318
2023
Q3 		$560K Sell
14,384
-696
-5% -$28.2K 0.01% 322
2023
Q2 		$606K Sell
15,080
-135
-0.9% -$5.53K 0.01% 331
2023
Q1 		$617K Sell
15,215
-1,059
-7% -$44.8K 0.01% 329
2022
Q4 		$673K Sell
16,274
-621
-4% -$24.8K 0.01% 319
2022
Q3 		$645K Sell
16,895
-555
-3% -$24.1K 0.01% 309
2022
Q2 		$773K Sell
17,450
-800
-4% -$38.2K 0.02% 307
2022
Q1 		$948K Buy
18,250
+2,773
+18% +$144K 0.02% 295
2021
Q4 		$841K Buy
15,477
+263
+2% +$14.8K 0.02% 300
2021
Q3 		$857K Sell
15,214
-414
-3% -$24.3K 0.02% 313
2021
Q2 		$912K Buy
15,628
+1,935
+14% +$113K 0.02% 306
2021
Q1 		$764K Sell
13,693
-1,784
-12% -$97.6K 0.02% 306
2020
Q4 		$841K Sell
15,477
-120
-0.8% -$6.19K 0.02% 294
2020
Q3 		$758K Sell
15,597
-717
-4% -$34.8K 0.02% 283
2020
Q2 		$761K Buy
+16,314
New +$738K 0.02% 279
2020
Q1 		– Sell
-17,641
Closed -$1.04M – 403
2019
Q4 		$1.04M Sell
17,641
-118
-0.7% -$7.08K 0.03% 263
2019
Q3 		$1.04M Sell
17,759
-1,567
-8% -$91.5K 0.03% 261
2019
Q2 		$1.14M Sell
19,326
-1,002
-5% -$58.6K 0.04% 257
2019
Q1 		$1.21M Sell
20,328
-1,105
-5% -$62.6K 0.04% 256
2018
Q4 		$1.12M Buy
+21,433
New +$1.16M 0.04% 185

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AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

Kovitz Investment Group Partners's VNQI Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q4 2025, closing a stake of 5,091 shares — an estimated $243K sold.

Kovitz Investment Group Partners first reported a position in VNQI in Q4 2018 and held it in 27 quarters. The position peaked at $1.21M in Q1 2019. 375 funds tracked by Wall St. Rank hold VNQI as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 5,091 Vanguard Global ex-US Real Estate ETF shares in Q4 2025, an estimated $243K.
  • Kovitz Investment Group Partners first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2018 and held it in 27 quarters.
  • Kovitz Investment Group Partners's Vanguard Global ex-US Real Estate ETF position peaked at $1.21M in Q1 2019.
  • 375 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.