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Liberty One Investment Management’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Liberty One Investment 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 		$694K Buy
15,468
+1,545
+11% +$71.2K 0.07% 117
2026
Q1 		$619K Buy
13,923
+1,444
+12% +$68.8K 0.06% 120
2025
Q4 		$572K Sell
12,479
-4,859
-28% -$230K 0.07% 112
2025
Q3 		$828K Buy
17,338
+2,223
+15% +$104K 0.05% 110
2025
Q2 		$698K Sell
15,115
-1,208
-7% -$52.2K 0.07% 102
2025
Q1 		$660K Sell
16,323
-392
-2% -$15.8K 0.07% 107
2024
Q4 		$661K Buy
16,715
+722
+5% +$31.3K 0.07% 109
2024
Q3 		$750K Sell
15,993
-802
-5% -$34.9K 0.08% 106
2024
Q2 		$681K Sell
16,795
-934
-5% -$38.6K 0.08% 110
2024
Q1 		$747K Buy
17,729
+539
+3% +$22K 0.08% 103
2023
Q4 		$732K Sell
17,190
-693
-4% -$27.6K 0.09% 99
2023
Q3 		$696K Sell
17,883
-249
-1% -$10.1K 0.1% 96
2023
Q2 		$729K Buy
18,132
+629
+4% +$25.7K 0.09% 103
2023
Q1 		$710K Buy
17,503
+117
+0.7% +$4.95K 0.1% 101
2022
Q4 		$719K Sell
17,386
-614
-3% -$24.5K 0.1% 96
2022
Q3 		$687K Buy
18,000
+129
+0.7% +$5.6K 0.11% 98
2022
Q2 		$1.04M Sell
17,871
-1,083
-6% -$51.7K 0.18% 94
2022
Q1 		$985K Sell
18,954
-570
-3% -$29.7K 0.15% 91
2021
Q4 		$1.05M Buy
19,524
+1,262
+7% +$71.2K 0.16% 97
2021
Q3 		$1.03M Buy
18,262
+391
+2% +$22.9K 0.18% 93
2021
Q2 		$1.04M Buy
17,871
+853
+5% +$49.6K 0.18% 94
2021
Q1 		$949K Buy
17,018
+558
+3% +$30.5K 0.17% 90
2020
Q4 		$894K Buy
16,460
+366
+2% +$18.9K 0.17% 90
2020
Q3 		$782K Buy
16,094
+1,506
+10% +$73.2K 0.16% 93
2020
Q2 		$681K Buy
14,588
+1,163
+9% +$52.6K 0.15% 102
2020
Q1 		$576K Sell
13,425
-297
-2% -$16K 0.15% 88
2019
Q4 		$811K Buy
+13,722
New +$824K 0.18% 90

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

Liberty One Investment Management's VNQI Position: Q2 2026 in Review

Liberty One Investment Management increased its Vanguard Global ex-US Real Estate ETF (VNQI) stake by 11% in Q2 2026, buying an estimated $71.2K and bringing the position to 15,468 shares worth $694K. The position accounts for 0.07% of the portfolio, ranked #117.

Liberty One Investment Management first reported a position in VNQI in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.05M in Q4 2021. 367 funds tracked by Wall St. Rank hold VNQI as of Q2 2026.

  • Liberty One Investment Management held 15,468 shares of Vanguard Global ex-US Real Estate ETF worth $694K as of Q2 2026.
  • Liberty One Investment Management bought 1,545 Vanguard Global ex-US Real Estate ETF shares in Q2 2026, an estimated $71.2K.
  • Vanguard Global ex-US Real Estate ETF made up 0.07% of Liberty One Investment Management's portfolio in Q2 2026, its #117 holding.
  • Liberty One Investment Management first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2019 and has held it in 27 quarters since.
  • Liberty One Investment Management's Vanguard Global ex-US Real Estate ETF position peaked at $1.05M in Q4 2021.
  • 367 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2026.

Based on Liberty One Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.