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Marathon Strategic Advisors’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Marathon Strategic 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 		$6.09M Buy
135,847
+6,515
+5% +$300K 3.44% 9
2026
Q1 		$5.75M Buy
129,332
+4,692
+4% +$223K 4.13% 9
2025
Q4 		$5.71M Buy
124,640
+1,127
+0.9% +$53.3K 4.36% 8
2025
Q3 		$5.9M Buy
123,513
+2,483
+2% +$116K 4.72% 7
2025
Q2 		$5.59M Buy
121,030
+4,694
+4% +$203K 5.19% 7
2025
Q1 		$4.71M Buy
116,336
+1,377
+1% +$55.4K 5.06% 7
2024
Q4 		$4.55M Buy
114,959
+9,197
+9% +$398K 4.92% 7
2024
Q3 		$4.96M Buy
105,762
+11,209
+12% +$488K 5.24% 7
2024
Q2 		$3.84M Buy
+94,553
New +$3.91M 4.48% 9
2024
Q1 		– Sell
-88,474
Closed -$3.77M – 36
2023
Q4 		$3.77M Buy
+88,474
New +$3.53M 5.1% 9

Other funds holding VNQI

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 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
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
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
TW
Traveka Wealth Los Altos, California $301M AUM 26.23% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
AFA
Amicus Financial Advisors Lubbock, Texas $407M AUM

Marathon Strategic Advisors's VNQI Position: Q2 2026 in Review

Marathon Strategic Advisors increased its Vanguard Global ex-US Real Estate ETF (VNQI) stake by 5% in Q2 2026, buying an estimated $300K and bringing the position to 135,847 shares worth $6.09M. The position accounts for 3.44% of the portfolio, ranked #9.

Marathon Strategic Advisors first reported a position in VNQI in Q4 2023 and has held it in 10 quarters since. 89 funds tracked by Wall St. Rank hold VNQI as of Q2 2026.

  • Marathon Strategic Advisors held 135,847 shares of Vanguard Global ex-US Real Estate ETF worth $6.09M as of Q2 2026.
  • Marathon Strategic Advisors bought 6,515 Vanguard Global ex-US Real Estate ETF shares in Q2 2026, an estimated $300K.
  • Vanguard Global ex-US Real Estate ETF made up 3.44% of Marathon Strategic Advisors's portfolio in Q2 2026, its #9 holding.
  • Marathon Strategic Advisors first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
  • 89 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2026.

Based on Marathon Strategic Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.