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Partners in Financial Planning’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Partners in Financial Planning’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 		$1.32M Sell
29,335
-397
-1% -$18.3K 0.2% 43
2026
Q1 		$1.32M Sell
29,732
-244
-0.8% -$11.6K 0.22% 41
2025
Q4 		$1.37M Buy
29,976
+838
+3% +$39.6K 0.23% 41
2025
Q3 		$1.39M Sell
29,138
-430
-1% -$20.1K 0.24% 39
2025
Q2 		$1.36M Sell
29,568
-864
-3% -$37.3K 0.25% 37
2025
Q1 		$1.23M Sell
30,432
-896
-3% -$36K 0.25% 38
2024
Q4 		$1.24M Sell
31,328
-827
-3% -$35.8K 0.25% 39
2024
Q3 		$1.51M Sell
32,155
-725
-2% -$31.6K 0.3% 34
2024
Q2 		$1.33M Buy
32,880
+118
+0.4% +$4.88K 0.29% 38
2024
Q1 		$1.38M Sell
32,762
-1,204
-4% -$49.2K 0.31% 36
2023
Q4 		$1.45M Buy
33,966
+796
+2% +$31.7K 0.34% 35
2023
Q3 		$1.29M Hold
33,170
– – 0.33% 36
2023
Q2 		$1.33M Sell
33,170
-807
-2% -$33K 0.34% 38
2023
Q1 		$1.38M Sell
33,977
-374
-1% -$15.8K 0.36% 32
2022
Q4 		$1.44M Sell
34,351
-947
-3% -$37.8K 0.4% 32
2022
Q3 		$1.45M Buy
35,298
+13
+0% +$564 0.42% 27
2022
Q2 		$1.53M Sell
35,285
-1,087
-3% -$51.9K 0.49% 23
2022
Q1 		$1.81M Sell
36,372
-67
-0.2% -$3.49K 0.57% 22
2021
Q4 		$1.91M Sell
36,439
-8
-0% -$451 0.58% 21
2021
Q3 		$2.05M Sell
36,447
-1,640
-4% -$96.2K 0.64% 21
2021
Q2 		$2.22M Buy
+38,087
New +$2.22M 0.7% 21

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

Partners in Financial Planning's VNQI Position: Q2 2026 in Review

Partners in Financial Planning reduced its Vanguard Global ex-US Real Estate ETF (VNQI) stake by 1.3% in Q2 2026, selling an estimated $18.3K and leaving 29,335 shares worth $1.32M. The position accounts for 0.2% of the portfolio, ranked #43.

Partners in Financial Planning first reported a position in VNQI in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.22M in Q2 2021. 365 funds tracked by Wall St. Rank hold VNQI as of Q2 2026.

  • Partners in Financial Planning held 29,335 shares of Vanguard Global ex-US Real Estate ETF worth $1.32M as of Q2 2026.
  • Partners in Financial Planning sold 397 Vanguard Global ex-US Real Estate ETF shares in Q2 2026, an estimated $18.3K.
  • Vanguard Global ex-US Real Estate ETF made up 0.2% of Partners in Financial Planning's portfolio in Q2 2026, its #43 holding.
  • Partners in Financial Planning first reported a position in Vanguard Global ex-US Real Estate ETF in Q2 2021 and has held it in 21 quarters since.
  • Partners in Financial Planning's Vanguard Global ex-US Real Estate ETF position peaked at $2.22M in Q2 2021.
  • 365 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2026.

Based on Partners in Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.