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

Martel 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
2026
Q1 		– Sell
-5,644
Closed -$259K – 76
2025
Q4 		$259K Sell
5,644
-1,003
-15% -$47.4K 0.04% 64
2025
Q3 		$317K Hold
6,647
– – 0.06% 54
2025
Q2 		$307K Hold
6,647
– – 0.06% 54
2025
Q1 		$269K Hold
6,647
– – 0.05% 59
2024
Q4 		$263K Buy
6,647
+325
+5% +$14.1K 0.05% 60
2024
Q3 		$296K Hold
6,322
– – 0.06% 40
2024
Q2 		$256K Hold
6,322
– – 0.06% 43
2024
Q1 		$266K Hold
6,322
– – 0.06% 42
2023
Q4 		$269K Buy
6,322
+231
+4% +$9.21K 0.06% 45
2023
Q3 		$237K Hold
6,091
– – 0.06% 48
2023
Q2 		$245K Hold
6,091
– – 0.06% 48
2023
Q1 		$247K Hold
6,091
– – 0.06% 45
2022
Q4 		$252K Buy
6,091
+34
+0.6% +$1.36K 0.07% 42
2022
Q3 		$231K Hold
6,057
– – 0.07% 44
2022
Q2 		$268K Hold
6,057
– – 0.07% 43
2022
Q1 		$315K Hold
6,057
– – 0.08% 42
2021
Q4 		$327K Buy
6,057
+310
+5% +$17.5K 0.08% 41
2021
Q3 		$324K Buy
5,747
+61
+1% +$3.58K 0.08% 41
2021
Q2 		$332K Hold
5,686
– – 0.08% 40
2021
Q1 		$317K Hold
5,686
– – 0.09% 39
2020
Q4 		$309K Buy
5,686
+53
+0.9% +$2.73K 0.09% 41
2020
Q3 		$274K Hold
5,633
– – 0.09% 39
2020
Q2 		$263K Hold
5,633
– – 0.09% 39
2020
Q1 		$242K Hold
5,633
– – 0.09% 36
2019
Q4 		$333K Buy
5,633
+332
+6% +$19.9K 0.11% 34
2019
Q3 		$311K Buy
5,301
+38
+0.7% +$2.22K 0.11% 33
2019
Q2 		$311K Buy
5,263
+36
+0.7% +$2.11K 0.11% 33
2019
Q1 		$311K Hold
5,227
– – 0.12% 33
2018
Q4 		$274K Buy
5,227
+356
+7% +$19.2K 0.11% 36
2018
Q3 		$274K Buy
+4,871
New +$280K 0.1% 32

Other funds holding VNQI

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Martel Wealth Advisors's VNQI Position: Q1 2026 in Review

Martel Wealth Advisors sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q1 2026, closing a stake of 5,644 shares — an estimated $259K sold.

Martel Wealth Advisors first reported a position in VNQI in Q3 2018 and held it in 30 quarters. The position peaked at $333K in Q4 2019. 372 funds tracked by Wall St. Rank hold VNQI as of Q1 2026.

  • Martel Wealth Advisors reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • Martel Wealth Advisors sold 5,644 Vanguard Global ex-US Real Estate ETF shares in Q1 2026, an estimated $259K.
  • Martel Wealth Advisors first reported a position in Vanguard Global ex-US Real Estate ETF in Q3 2018 and held it in 30 quarters.
  • Martel Wealth Advisors's Vanguard Global ex-US Real Estate ETF position peaked at $333K in Q4 2019.
  • 372 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q1 2026.

Based on Martel Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.