Palisades Hudson Asset Management’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Palisades Hudson Asset 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 Q4	–	Sell	-6,598	Closed	-$315K	–	109
2025 Q3	$315K	Hold	6,598	–	–	0.11%	80
2025 Q2	$304K	Buy	+6,598	New	+$285K	0.12%	84
2024 Q4	–	Sell	-4,698	Closed	-$220K	–	108
2024 Q3	$220K	Buy	+4,698	New	+$205K	0.09%	94
2024 Q1	–	Sell	-4,698	Closed	-$200K	–	100
2023 Q4	$200K	Buy	+4,698	New	+$187K	0.1%	92
2021 Q3	–	Sell	-3,482	Closed	-$203K	–	112
2021 Q2	$203K	Buy	+3,482	New	+$203K	0.09%	110

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 $8.18B AUM 27.59% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

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

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

Palisades Hudson Asset Management's VNQI Position: Q4 2025 in Review

Palisades Hudson Asset Management sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q4 2025, closing a stake of 6,598 shares — an estimated $315K sold.

Palisades Hudson Asset Management first reported a position in VNQI in Q2 2021 and held it in 5 quarters. The position peaked at $315K in Q3 2025. 373 funds tracked by Wall St. Rank hold VNQI as of Q4 2025.

Palisades Hudson Asset Management reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q4 2025 after selling out during the quarter.
Palisades Hudson Asset Management sold 6,598 Vanguard Global ex-US Real Estate ETF shares in Q4 2025, an estimated $315K.
Palisades Hudson Asset Management first reported a position in Vanguard Global ex-US Real Estate ETF in Q2 2021 and held it in 5 quarters.
Palisades Hudson Asset Management's Vanguard Global ex-US Real Estate ETF position peaked at $315K in Q3 2025.
373 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q4 2025.

Based on Palisades Hudson Asset Management's 13F filing for Q4 2025, filed 30 Jan 2026.