Life Planning Partners’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Life Planning 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
2026 Q2	$428K	Sell	9,548 -2,518	-21%	-$116K	0.32%	49
2026 Q1	$536K	Sell	12,066 -984	-8%	-$46.9K	0.41%	42
2025 Q4	$598K	Sell	13,050 -597	-4%	-$28.2K	0.46%	40
2025 Q3	$652K	Sell	13,647 -736	-5%	-$34.5K	0.48%	40
2025 Q2	$664K	Sell	14,383 -450	-3%	-$19.4K	0.53%	38
2025 Q1	$600K	Sell	14,833 -999	-6%	-$40.2K	0.54%	36
2024 Q4	$626K	Sell	15,832 -1,984	-11%	-$85.9K	0.58%	35
2024 Q3	$836K	Sell	17,816 -27,700	-61%	-$1.21M	0.75%	31
2024 Q2	$1.85M	Sell	45,516 -545	-1%	-$22.5K	1.68%	15
2024 Q1	$1.94M	Sell	46,061 -3,223	-7%	-$132K	1.93%	15
2023 Q4	$2.1M	Buy	+49,284	New	+$1.97M	2.07%	11
2022 Q3	$2.7M	Sell	70,757 -93	-0.1%	-$4.04K	3.09%	9
2022 Q2	$3.14M	Buy	70,850 +4,610	+7%	+$220K	3.53%	8
2022 Q1	$3.44M	Buy	66,240 +1,288	+2%	+$67.1K	3.51%	8
2021 Q4	$3.5M	Buy	+64,952	New	+$3.66M	3.52%	8

Other funds holding VNQI

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

CCM

Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return

CPWM

Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Life Planning Partners's VNQI Position: Q2 2026 in Review

Life Planning Partners reduced its Vanguard Global ex-US Real Estate ETF (VNQI) stake by 21% in Q2 2026, selling an estimated $116K and leaving 9,548 shares worth $428K. The position accounts for 0.32% of the portfolio, ranked #49.

Life Planning Partners first reported a position in VNQI in Q4 2021 and has held it in 15 quarters since. The position peaked at $3.5M in Q4 2021. 195 funds tracked by Wall St. Rank hold VNQI as of Q2 2026.

Life Planning Partners held 9,548 shares of Vanguard Global ex-US Real Estate ETF worth $428K as of Q2 2026.
Life Planning Partners sold 2,518 Vanguard Global ex-US Real Estate ETF shares in Q2 2026, an estimated $116K.
Vanguard Global ex-US Real Estate ETF made up 0.32% of Life Planning Partners's portfolio in Q2 2026, its #49 holding.
Life Planning Partners first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2021 and has held it in 15 quarters since.
Life Planning Partners's Vanguard Global ex-US Real Estate ETF position peaked at $3.5M in Q4 2021.
195 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.