MB Generational Wealth’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

MB Generational Wealth’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	-5,207	Closed	-$239K	–	68
2025 Q4	$239K	Hold	5,207	–	–	0.13%	65
2025 Q3	$249K	Buy	+5,207	New	+$244K	0.16%	59
2024 Q4	–	Sell	-7,045	Closed	-$330K	–	60
2024 Q3	$330K	Buy	7,045 +537	+8%	+$23.4K	0.24%	38
2024 Q2	$264K	Buy	6,508 +1,969	+43%	+$81.4K	0.2%	43
2024 Q1	$276K	Sell	4,539 -1,901	-30%	-$77.6K	0.22%	42
2023 Q4	$274K	Buy	+6,440	New	+$257K	0.26%	38

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

MB Generational Wealth's VNQI Position: Q1 2026 in Review

MB Generational Wealth sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q1 2026, closing a stake of 5,207 shares — an estimated $239K sold.

MB Generational Wealth first reported a position in VNQI in Q4 2023 and held it in 6 quarters. The position peaked at $330K in Q3 2024. 372 funds tracked by Wall St. Rank hold VNQI as of Q1 2026.

MB Generational Wealth reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q1 2026 after selling out during the quarter.
MB Generational Wealth sold 5,207 Vanguard Global ex-US Real Estate ETF shares in Q1 2026, an estimated $239K.
MB Generational Wealth first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2023 and held it in 6 quarters.
MB Generational Wealth's Vanguard Global ex-US Real Estate ETF position peaked at $330K in Q3 2024.
372 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q1 2026.

Based on MB Generational Wealth's 13F filing for Q1 2026, filed 4 May 2026.