Petix & Botte Financial’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Petix & Botte Financial’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 Q2	–	Sell	-5,176	Closed	-$209K	–	132
2025 Q1	$209K	Hold	5,176	–	–	0.06%	125
2024 Q4	$205K	Buy	5,176 +70	+1%	+$3.03K	0.05%	123
2024 Q3	$240K	Hold	5,106	–	–	0.06%	110
2024 Q2	$207K	Buy	+5,106	New	+$211K	0.06%	120
2024 Q1	–	Sell	-5,478	Closed	-$233K	–	165
2023 Q4	$233K	Sell	5,478 -489	-8%	-$19.5K	0.07%	112
2023 Q3	$232K	Hold	5,967	–	–	0.07%	109
2023 Q2	$240K	Buy	+5,967	New	+$244K	0.07%	108
2022 Q2	–	Sell	-6,254	Closed	-$325K	–	116
2022 Q1	$325K	Buy	+6,254	New	+$326K	0.1%	82
2021 Q4	–	Sell	-7,475	Closed	-$420K	–	113
2021 Q3	$420K	Buy	7,475 +3,749	+101%	+$220K	0.14%	70
2021 Q2	$217K	Sell	3,726 -53	-1%	-$3.08K	0.15%	74
2021 Q1	$211K	Sell	3,779 -93	-2%	-$5.09K	0.16%	75
2020 Q4	$210K	Sell	3,872 -269	-6%	-$13.9K	0.16%	78
2020 Q3	$202K	Sell	4,141 -4,522	-52%	-$220K	0.16%	79
2020 Q2	$201K	Buy	8,663 +2,999	+53%	+$136K	0.17%	73
2020 Q1	$243K	Sell	5,664 -1,069	-16%	-$57.6K	0.24%	61
2019 Q4	$396K	Buy	+6,733	New	+$404K	0.31%	54

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

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

Petix & Botte Financial's VNQI Position: Q2 2025 in Review

Petix & Botte Financial sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q2 2025, closing a stake of 5,176 shares — an estimated $209K sold.

Petix & Botte Financial first reported a position in VNQI in Q4 2019 and held it in 16 quarters. The position peaked at $420K in Q3 2021. 348 funds tracked by Wall St. Rank hold VNQI as of Q2 2025.

Petix & Botte Financial reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q2 2025 after selling out during the quarter.
Petix & Botte Financial sold 5,176 Vanguard Global ex-US Real Estate ETF shares in Q2 2025, an estimated $209K.
Petix & Botte Financial first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2019 and held it in 16 quarters.
Petix & Botte Financial's Vanguard Global ex-US Real Estate ETF position peaked at $420K in Q3 2021.
348 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2025.

Based on Petix & Botte Financial's 13F filing for Q2 2025, filed 8 Aug 2025.