MD Financial Management
VNQI icon

MD Financial Management’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

MD Financial Management’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
2020
Q1 		– Sell
-401,470
Closed -$23.7M – 47
2019
Q4 		$23.7M Buy
+401,470
New +$24.1M 1.19% 25
2019
Q3 		– Sell
-207,885
Closed -$12.3M – 47
2019
Q2 		$12.3M Buy
+207,885
New +$12.2M 0.59% 39

Other funds holding VNQI

Charles Schwab Investment Advisory
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Personal Capital Advisors
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MD Financial Management's VNQI Position: Q1 2020 in Review

MD Financial Management sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q1 2020, closing a stake of 401,470 shares — an estimated $23.7M sold.

MD Financial Management first reported a position in VNQI in Q2 2019 and held it in 2 quarters. The position peaked at $23.7M in Q4 2019. 333 funds tracked by Wall St. Rank hold VNQI as of Q1 2020.

  • MD Financial Management reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q1 2020 after selling out during the quarter.
  • MD Financial Management sold 401,470 Vanguard Global ex-US Real Estate ETF shares in Q1 2020, an estimated $23.7M.
  • MD Financial Management first reported a position in Vanguard Global ex-US Real Estate ETF in Q2 2019 and held it in 2 quarters.
  • MD Financial Management's Vanguard Global ex-US Real Estate ETF position peaked at $23.7M in Q4 2019.
  • 333 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q1 2020.

Based on MD Financial Management's 13F filing for Q1 2020, filed 24 Apr 2020.