MassMutual Private Wealth & Trust’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

MassMutual Private Wealth & Trust’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	-375	Closed	-$17.2K	–	2507
2025 Q4	$17.2K	Hold	375	–	–	﹤0.01%	1179
2025 Q3	$17.9K	Buy	+375	New	+$17.6K	﹤0.01%	1164
2024 Q4	–	Sell	-612	Closed	-$28.7K	–	2367
2024 Q3	$28.7K	Buy	612 +352	+135%	+$15.3K	﹤0.01%	814
2024 Q2	$10.5K	Buy	260 +127	+95%	+$5.25K	﹤0.01%	1073
2024 Q1	$5.61K	Buy	+133	New	+$5.43K	﹤0.01%	1232
2018 Q4	–	Sell	-6,230	Closed	-$350K	–	1045
2018 Q3	$350K	Hold	6,230	–	–	0.03%	299
2018 Q2	$362K	Hold	6,230	–	–	0.03%	294
2018 Q1	$380K	Buy	+6,230	New	+$382K	0.03%	268
2017 Q3	–	Sell	-231	Closed	-$13K	–	1097
2017 Q2	$13K	Buy	+231	New	+$12.9K	﹤0.01%	687

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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

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

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

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

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

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

MassMutual Private Wealth & Trust's VNQI Position: Q1 2026 in Review

MassMutual Private Wealth & Trust sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q1 2026, closing a stake of 375 shares — an estimated $17.2K sold.

MassMutual Private Wealth & Trust first reported a position in VNQI in Q2 2017 and held it in 9 quarters. The position peaked at $380K in Q1 2018. 372 funds tracked by Wall St. Rank hold VNQI as of Q1 2026.

MassMutual Private Wealth & Trust reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q1 2026 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 375 Vanguard Global ex-US Real Estate ETF shares in Q1 2026, an estimated $17.2K.
MassMutual Private Wealth & Trust first reported a position in Vanguard Global ex-US Real Estate ETF in Q2 2017 and held it in 9 quarters.
MassMutual Private Wealth & Trust's Vanguard Global ex-US Real Estate ETF position peaked at $380K in Q1 2018.
372 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q1 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2026, filed 13 Apr 2026.