Morling Financial Advisors’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Morling Financial Advisors’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
2025 Q3	–	Sell	-1	Closed	-$31	–	111
2025 Q2	$31	Sell	1 -1,295	-100%	-$55.9K	﹤0.01%	102
2025 Q1	$52.4K	Buy	1,296 +1,295	+129,500%	+$52.1K	0.02%	100
2024 Q4	$26	Hold	1	–	–	﹤0.01%	121
2024 Q3	$30	Hold	1	–	–	﹤0.01%	100
2024 Q2	$26	Hold	1	–	–	﹤0.01%	90
2024 Q1	$49	Hold	1	–	–	﹤0.01%	103
2023 Q4	$49	Hold	1	–	–	﹤0.01%	81
2023 Q3	$43	Hold	1	–	–	﹤0.01%	73
2023 Q2	$45	Buy	+1	New	+$41	﹤0.01%	75

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

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

Ballentine Partners Waltham, Massachusetts $7.18B AUM 21.21% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Morling Financial Advisors's VNQI Position: Q3 2025 in Review

Morling Financial Advisors sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q3 2025, closing a stake of 1 share — an estimated $31 sold.

Morling Financial Advisors first reported a position in VNQI in Q2 2023 and held it in 9 quarters. The position peaked at $52.4K in Q1 2025. 361 funds tracked by Wall St. Rank hold VNQI as of Q3 2025.

Morling Financial Advisors reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q3 2025 after selling out during the quarter.
Morling Financial Advisors sold 1 Vanguard Global ex-US Real Estate ETF share in Q3 2025, an estimated $31.
Morling Financial Advisors first reported a position in Vanguard Global ex-US Real Estate ETF in Q2 2023 and held it in 9 quarters.
Morling Financial Advisors's Vanguard Global ex-US Real Estate ETF position peaked at $52.4K in Q1 2025.
361 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q3 2025.

Based on Morling Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.