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LPWM LLC’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

LPWM LLC’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 		$3.73M Buy
83,058
+2,544
+3% +$117K 0.83% 24
2026
Q1 		$3.58M Sell
80,514
-11,658
-13% -$555K 0.9% 21
2025
Q4 		$4.23M Buy
92,172
+2,285
+3% +$108K 1.07% 20
2025
Q3 		$4.29M Buy
89,887
+1,728
+2% +$80.9K 1.14% 19
2025
Q2 		$4.07M Sell
88,159
-8,601
-9% -$371K 1.19% 18
2025
Q1 		$3.91M Buy
96,760
+6,405
+7% +$258K 1.26% 18
2024
Q4 		$3.57M Buy
90,355
+17,632
+24% +$763K 1.15% 21
2024
Q3 		$3.4M Buy
72,723
+1,861
+3% +$81K 1.11% 21
2024
Q2 		$2.92M Buy
70,862
+1,307
+2% +$54K 1.01% 21
2024
Q1 		$2.85M Buy
69,555
+1,794
+3% +$73.3K 1.05% 20
2023
Q4 		$2.82M Buy
67,761
+1,892
+3% +$75.4K 1.11% 20
2023
Q3 		$2.53M Buy
65,869
+1,706
+3% +$69.2K 1.14% 18
2023
Q2 		$2.6M Buy
64,163
+8,103
+14% +$332K 1.15% 18
2023
Q1 		$2.27M Buy
56,060
+1,321
+2% +$55.9K 1.09% 19
2022
Q4 		$2.33M Buy
54,739
+1,025
+2% +$40.9K 1.25% 17
2022
Q3 		$2.05M Buy
53,714
+1,144
+2% +$49.6K 1.22% 16
2022
Q2 		$2.32M Buy
52,570
+2,799
+6% +$134K 1.29% 16
2022
Q1 		$2.58M Buy
49,771
+7,872
+19% +$410K 1.28% 16
2021
Q4 		$2.26M Buy
41,899
+1,890
+5% +$107K 1.2% 12
2021
Q3 		$2.25M Buy
40,009
+1,419
+4% +$83.3K 1.34% 11
2021
Q2 		$2.3M Buy
38,590
+1,436
+4% +$83.6K 1.38% 11
2021
Q1 		$2.08M Buy
37,154
+1,365
+4% +$74.6K 1.4% 12
2020
Q4 		$1.94M Sell
35,789
-136
-0.4% -$7.01K 1.45% 12
2020
Q3 		$1.76M Buy
35,925
+67
+0.2% +$3.26K 1.43% 12
2020
Q2 		$1.67M Sell
35,858
-2,087
-6% -$94.4K 1.53% 10
2020
Q1 		$1.63M Buy
37,945
+5,730
+18% +$308K 1.77% 10
2019
Q4 		$1.9M Buy
+32,215
New +$1.93M 1.76% 10

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

LPWM LLC's VNQI Position: Q2 2026 in Review

LPWM LLC increased its Vanguard Global ex-US Real Estate ETF (VNQI) stake by 3.2% in Q2 2026, buying an estimated $117K and bringing the position to 83,058 shares worth $3.73M. The position accounts for 0.83% of the portfolio, ranked #24.

LPWM LLC first reported a position in VNQI in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.29M in Q3 2025. 365 funds tracked by Wall St. Rank hold VNQI as of Q2 2026.

  • LPWM LLC held 83,058 shares of Vanguard Global ex-US Real Estate ETF worth $3.73M as of Q2 2026.
  • LPWM LLC bought 2,544 Vanguard Global ex-US Real Estate ETF shares in Q2 2026, an estimated $117K.
  • Vanguard Global ex-US Real Estate ETF made up 0.83% of LPWM LLC's portfolio in Q2 2026, its #24 holding.
  • LPWM LLC first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2019 and has held it in 27 quarters since.
  • LPWM LLC's Vanguard Global ex-US Real Estate ETF position peaked at $4.29M in Q3 2025.
  • 365 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2026.

Based on LPWM LLC's 13F filing for Q2 2026, filed 24 Jul 2026.