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

Napa 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
2025
Q3 		$558K Buy
11,685
+135
+1% +$6.32K 0.26% 87
2025
Q2 		$533K Buy
+11,550
New +$499K 0.26% 88

Other funds holding VNQI

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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 $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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Napa Wealth Management's VNQI Position: Q3 2025 in Review

Napa Wealth Management increased its Vanguard Global ex-US Real Estate ETF (VNQI) stake by 1.2% in Q3 2025, buying an estimated $6.32K and bringing the position to 11,685 shares worth $558K. The position accounts for 0.26% of the portfolio, ranked #87.

Napa Wealth Management first reported a position in VNQI in Q2 2025 and has held it in 2 quarters since. 361 funds tracked by Wall St. Rank hold VNQI as of Q3 2025.

  • Napa Wealth Management held 11,685 shares of Vanguard Global ex-US Real Estate ETF worth $558K as of Q3 2025.
  • Napa Wealth Management bought 135 Vanguard Global ex-US Real Estate ETF shares in Q3 2025, an estimated $6.32K.
  • Vanguard Global ex-US Real Estate ETF made up 0.26% of Napa Wealth Management's portfolio in Q3 2025, its #87 holding.
  • Napa Wealth Management first reported a position in Vanguard Global ex-US Real Estate ETF in Q2 2025 and has held it in 2 quarters since.
  • 361 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.