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Lifetime Wealth Management’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Lifetime Wealth 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 		$299K Sell
6,675
-20,638
-76% -$951K 0.17% 71
2026
Q1 		$1.21M Buy
27,313
+262
+1% +$12.5K 0.69% 41
2025
Q4 		$1.24M Buy
+27,051
New +$1.28M 0.78% 39

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

Lifetime Wealth Management's VNQI Position: Q2 2026 in Review

Lifetime Wealth Management reduced its Vanguard Global ex-US Real Estate ETF (VNQI) stake by 76% in Q2 2026, selling an estimated $951K and leaving 6,675 shares worth $299K. The position accounts for 0.17% of the portfolio, ranked #71.

Lifetime Wealth Management first reported a position in VNQI in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.24M in Q4 2025. 365 funds tracked by Wall St. Rank hold VNQI as of Q2 2026.

  • Lifetime Wealth Management held 6,675 shares of Vanguard Global ex-US Real Estate ETF worth $299K as of Q2 2026.
  • Lifetime Wealth Management sold 20,638 Vanguard Global ex-US Real Estate ETF shares in Q2 2026, an estimated $951K.
  • Vanguard Global ex-US Real Estate ETF made up 0.17% of Lifetime Wealth Management's portfolio in Q2 2026, its #71 holding.
  • Lifetime Wealth Management first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2025 and has held it in 3 quarters since.
  • Lifetime Wealth Management's Vanguard Global ex-US Real Estate ETF position peaked at $1.24M in Q4 2025.
  • 365 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2026.

Based on Lifetime Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.