LifePlan Investment Advisors’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

LifePlan Investment Advisors’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	$3.21M	Buy	71,578 +322	+0.5%	+$14.8K	1.11%	35
2026 Q1	$3.17M	Buy	71,256 +1,714	+2%	+$81.6K	1.24%	33
2025 Q4	$3.19M	Buy	69,542 +1,007	+1%	+$47.6K	1.3%	34
2025 Q3	$3.27M	Sell	68,535 -1,812	-3%	-$84.9K	1.37%	31
2025 Q2	$3.25M	Sell	70,347 -1,110	-2%	-$47.9K	1.61%	24
2025 Q1	$2.89M	Buy	71,457 +6,561	+10%	+$264K	1.66%	24
2024 Q4	$2.57M	Sell	64,896 -404	-0.6%	-$17.5K	1.59%	24
2024 Q3	$3.06M	Sell	65,300 -69	-0.1%	-$3K	1.96%	22
2024 Q2	$2.65M	Buy	65,369 +2,298	+4%	+$95K	1.91%	23
2024 Q1	$2.66M	Buy	63,071 +35,916	+132%	+$1.47M	2.12%	19
2023 Q4	$1.16M	Buy	27,155 +248	+0.9%	+$9.89K	1.06%	26
2023 Q3	$1.05M	Buy	26,907 +1,316	+5%	+$53.4K	1.11%	26
2023 Q2	$1.03M	Buy	+25,591	New	+$1.05M	1.15%	25

Other funds holding VNQI

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

LifePlan Investment Advisors's VNQI Position: Q2 2026 in Review

LifePlan Investment Advisors increased its Vanguard Global ex-US Real Estate ETF (VNQI) stake by 0.45% in Q2 2026, buying an estimated $14.8K and bringing the position to 71,578 shares worth $3.21M. The position accounts for 1.11% of the portfolio, ranked #35.

LifePlan Investment Advisors first reported a position in VNQI in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.27M in Q3 2025. 367 funds tracked by Wall St. Rank hold VNQI as of Q2 2026.

LifePlan Investment Advisors held 71,578 shares of Vanguard Global ex-US Real Estate ETF worth $3.21M as of Q2 2026.
LifePlan Investment Advisors bought 322 Vanguard Global ex-US Real Estate ETF shares in Q2 2026, an estimated $14.8K.
Vanguard Global ex-US Real Estate ETF made up 1.11% of LifePlan Investment Advisors's portfolio in Q2 2026, its #35 holding.
LifePlan Investment Advisors first reported a position in Vanguard Global ex-US Real Estate ETF in Q2 2023 and has held it in 13 quarters since.
LifePlan Investment Advisors's Vanguard Global ex-US Real Estate ETF position peaked at $3.27M in Q3 2025.
367 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.