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Modera Wealth Management’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Modera Wealth 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
2026
Q1 		– Sell
-17,315
Closed -$794K – 679
2025
Q4 		$794K Sell
17,315
-1,309
-7% -$61.9K 0.01% 368
2025
Q3 		$889K Sell
18,624
-255
-1% -$11.9K 0.01% 355
2025
Q2 		$871K Sell
18,879
-100
-0.5% -$4.32K 0.01% 351
2025
Q1 		$768K Buy
18,979
+34
+0.2% +$1.37K 0.01% 359
2024
Q4 		$749K Sell
18,945
-2,780
-13% -$120K 0.01% 370
2024
Q3 		$1.02M Sell
21,725
-913
-4% -$39.7K 0.01% 307
2024
Q2 		$918K Buy
22,638
+321
+1% +$13.3K 0.01% 303
2024
Q1 		$940K Buy
22,317
+8,509
+62% +$347K 0.01% 304
2023
Q4 		$588K Sell
13,808
-6,971
-34% -$278K 0.01% 351
2023
Q3 		$809K Buy
20,779
+319
+2% +$12.9K 0.02% 304
2023
Q2 		$822K Sell
20,460
-433
-2% -$17.7K 0.01% 313
2023
Q1 		$848K Sell
20,893
-11,734
-36% -$496K 0.03% 172
2022
Q4 		$1.35M Sell
32,627
-2,300
-7% -$91.7K 0.05% 123
2022
Q3 		$1.33M Sell
34,927
-24,927
-42% -$1.08M 0.07% 112
2022
Q2 		$2.65M Buy
59,854
+11,042
+23% +$527K 0.13% 81
2022
Q1 		$2.54M Buy
48,812
+5,908
+14% +$308K 0.11% 89
2021
Q4 		$2.31M Buy
42,904
+8,772
+26% +$495K 0.09% 108
2021
Q3 		$1.92M Sell
34,132
-900
-3% -$52.8K 0.1% 72
2021
Q2 		$2.04M Buy
35,032
+52
+0.1% +$3.03K 0.11% 67
2021
Q1 		$1.95M Sell
34,980
-684
-2% -$37.4K 0.13% 60
2020
Q4 		$1.94M Buy
+35,664
New +$1.84M 0.15% 59

Other funds holding VNQI

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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 $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Modera Wealth Management's VNQI Position: Q1 2026 in Review

Modera Wealth Management sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q1 2026, closing a stake of 17,315 shares — an estimated $794K sold.

Modera Wealth Management first reported a position in VNQI in Q4 2020 and held it in 21 quarters. The position peaked at $2.65M in Q2 2022. 377 funds tracked by Wall St. Rank hold VNQI as of Q1 2026.

  • Modera Wealth Management reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • Modera Wealth Management sold 17,315 Vanguard Global ex-US Real Estate ETF shares in Q1 2026, an estimated $794K.
  • Modera Wealth Management first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2020 and held it in 21 quarters.
  • Modera Wealth Management's Vanguard Global ex-US Real Estate ETF position peaked at $2.65M in Q2 2022.
  • 377 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.