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Legacy Wealth Management (Idaho)’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-15
Closed -$667 – 944
2026
Q1 		$667 Hold
15
– – ﹤0.01% 916
2025
Q4 		$688 Hold
15
– – ﹤0.01% 793
2025
Q3 		$717 Hold
15
– – ﹤0.01% 653
2025
Q2 		$693 Hold
15
– – ﹤0.01% 629
2025
Q1 		$607 Hold
15
– – ﹤0.01% 687
2024
Q4 		$605 Buy
+15
New +$649 ﹤0.01% 641

Other funds holding VNQI

Empower Advisory Group
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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 22.9% 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

Legacy Wealth Management (Idaho)'s VNQI Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q2 2026, closing a stake of 15 shares — an estimated $667 sold.

Legacy Wealth Management (Idaho) first reported a position in VNQI in Q4 2024 and held it in 6 quarters. The position peaked at $717 in Q3 2025. 368 funds tracked by Wall St. Rank hold VNQI as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 15 Vanguard Global ex-US Real Estate ETF shares in Q2 2026, an estimated $667.
  • Legacy Wealth Management (Idaho) first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2024 and held it in 6 quarters.
  • Legacy Wealth Management (Idaho)'s Vanguard Global ex-US Real Estate ETF position peaked at $717 in Q3 2025.
  • 368 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.