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Moller Wealth Partners’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Moller Wealth Partners’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
Q2 		$22.9M Buy
511,167
+28,184
+6% +$1.3M 4.15% 8
2026
Q1 		$21.5M Buy
482,983
+34,438
+8% +$1.64M 4.24% 8
2025
Q4 		$20.6M Buy
448,545
+10,538
+2% +$498K 4.31% 8
2025
Q3 		$20.9M Buy
438,007
+13,847
+3% +$648K 4.36% 8
2025
Q2 		$19.6M Buy
424,160
+20,334
+5% +$878K 4.32% 8
2025
Q1 		$16.3M Buy
403,826
+33,302
+9% +$1.34M 4.04% 10
2024
Q4 		$14.7M Sell
370,524
-549
-0.1% -$23.8K 3.86% 10
2024
Q3 		$17.4M Sell
371,073
-2,026
-0.5% -$88.2K 4.35% 9
2024
Q2 		$15.1M Buy
373,099
+17,957
+5% +$742K 4.04% 9
2024
Q1 		$15M Buy
355,142
+6,522
+2% +$266K 4.05% 9
2023
Q4 		$14.8M Buy
348,620
+14,642
+4% +$584K 4.19% 9
2023
Q3 		$13M Buy
333,978
+8,064
+2% +$327K 4.13% 9
2023
Q2 		$13.1M Buy
325,914
+8,305
+3% +$340K 4% 9
2023
Q1 		$12.9M Buy
317,609
+18,129
+6% +$766K 3.97% 10
2022
Q4 		$12.4M Buy
299,480
+51,460
+21% +$2.05M 3.98% 10
2022
Q3 		$9.46M Buy
248,020
+23,260
+10% +$1.01M 3.41% 11
2022
Q2 		$9.95M Buy
224,760
+16,106
+8% +$769K 3.37% 11
2022
Q1 		$10.8M Buy
208,654
+13,919
+7% +$725K 3.37% 11
2021
Q4 		$10.5M Buy
194,735
+7,477
+4% +$422K 3.35% 11
2021
Q3 		$10.5M Buy
187,258
+3,580
+2% +$210K 3.49% 11
2021
Q2 		$10.7M Buy
183,678
+4,767
+3% +$277K 3.52% 11
2021
Q1 		$9.98M Buy
178,911
+51,852
+41% +$2.84M 3.48% 12
2020
Q4 		$6.9M Buy
127,059
+23,276
+22% +$1.2M 2.85% 15
2020
Q3 		$5.04M Sell
103,783
-12,272
-11% -$596K 2.26% 16
2020
Q2 		$5.42M Buy
116,055
+50,076
+76% +$2.27M 2.37% 16
2020
Q1 		$2.83M Buy
+65,979
New +$3.55M 1.47% 17

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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Moller Wealth Partners's VNQI Position: Q2 2026 in Review

Moller Wealth Partners increased its Vanguard Global ex-US Real Estate ETF (VNQI) stake by 5.8% in Q2 2026, buying an estimated $1.3M and bringing the position to 511,167 shares worth $22.9M. The position accounts for 4.15% of the portfolio, ranked #8.

Moller Wealth Partners first reported a position in VNQI in Q1 2020 and has held it in 26 quarters since. 365 funds tracked by Wall St. Rank hold VNQI as of Q2 2026.

  • Moller Wealth Partners held 511,167 shares of Vanguard Global ex-US Real Estate ETF worth $22.9M as of Q2 2026.
  • Moller Wealth Partners bought 28,184 Vanguard Global ex-US Real Estate ETF shares in Q2 2026, an estimated $1.3M.
  • Vanguard Global ex-US Real Estate ETF made up 4.15% of Moller Wealth Partners's portfolio in Q2 2026, its #8 holding.
  • Moller Wealth Partners first reported a position in Vanguard Global ex-US Real Estate ETF in Q1 2020 and has held it in 26 quarters since.
  • 365 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2026.

Based on Moller Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.