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 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 Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Liberty One Investment Management's VNQI Position: Q1 2026 in Review

Liberty One Investment Management increased its Vanguard Global ex-US Real Estate ETF (VNQI) stake by 12% in Q1 2026, buying an estimated $68.8K and bringing the position to 13,923 shares worth $619K. The position accounts for 0.06% of the portfolio, ranked #120.

Liberty One Investment Management first reported a position in VNQI in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.05M in Q4 2021. 374 funds tracked by Wall St. Rank hold VNQI as of Q1 2026.

Liberty One Investment Management held 13,923 shares of Vanguard Global ex-US Real Estate ETF worth $619K as of Q1 2026.
Liberty One Investment Management bought 1,444 Vanguard Global ex-US Real Estate ETF shares in Q1 2026, an estimated $68.8K.
Vanguard Global ex-US Real Estate ETF made up 0.06% of Liberty One Investment Management's portfolio in Q1 2026, its #120 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 26 quarters since.
Liberty One Investment Management's Vanguard Global ex-US Real Estate ETF position peaked at $1.05M in Q4 2021.
374 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.