Lowe Wealth Advisors’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Lowe Wealth 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
2025 Q3	$225K	Buy	4,708 +1,704	+57%	+$79.8K	0.08%	57
2025 Q2	$139K	Buy	3,004 +2,253	+300%	+$97.3K	0.05%	74
2025 Q1	$30.4K	Hold	751	–	–	0.01%	165
2024 Q4	$29.7K	Buy	+751	New	+$32.5K	0.01%	162
2024 Q2	–	Sell	-110	Closed	-$4.63K	–	332
2024 Q1	$4.63K	Hold	110	–	–	﹤0.01%	247
2023 Q4	$4.68K	Hold	110	–	–	﹤0.01%	255
2023 Q3	$4.28K	Sell	110 -73	-40%	-$2.96K	﹤0.01%	241
2023 Q2	$7.36K	Hold	183	–	–	﹤0.01%	242
2023 Q1	$7.42K	Hold	183	–	–	﹤0.01%	231
2022 Q4	$7.57K	Hold	183	–	–	﹤0.01%	229
2022 Q3	$7K	Hold	183	–	–	﹤0.01%	226
2022 Q2	$8K	Hold	183	–	–	﹤0.01%	206
2022 Q1	$10K	Buy	+183	New	+$9.53K	﹤0.01%	200

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $7.18B AUM 21.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

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

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

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

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

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

Lowe Wealth Advisors's VNQI Position: Q3 2025 in Review

Lowe Wealth Advisors increased its Vanguard Global ex-US Real Estate ETF (VNQI) stake by 57% in Q3 2025, buying an estimated $79.8K and bringing the position to 4,708 shares worth $225K. The position accounts for 0.08% of the portfolio, ranked #57.

Lowe Wealth Advisors first reported a position in VNQI in Q1 2022 and has held it in 13 quarters since. 361 funds tracked by Wall St. Rank hold VNQI as of Q3 2025.

Lowe Wealth Advisors held 4,708 shares of Vanguard Global ex-US Real Estate ETF worth $225K as of Q3 2025.
Lowe Wealth Advisors bought 1,704 Vanguard Global ex-US Real Estate ETF shares in Q3 2025, an estimated $79.8K.
Vanguard Global ex-US Real Estate ETF made up 0.08% of Lowe Wealth Advisors's portfolio in Q3 2025, its #57 holding.
Lowe Wealth Advisors first reported a position in Vanguard Global ex-US Real Estate ETF in Q1 2022 and has held it in 13 quarters since.
361 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.