Physician Wealth Advisors’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Physician Wealth 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
2026 Q1	$45.8K	Sell	1,030 -75	-7%	-$3.57K	0.01%	419
2025 Q4	$50.7K	Buy	1,105 +1,030	+1,373%	+$48.7K	0.01%	391
2025 Q3	$3.58K	Hold	75	–	–	﹤0.01%	1019
2025 Q2	$3.46K	Buy	+75	New	+$3.24K	﹤0.01%	889

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

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

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

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

UCFA

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

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

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

Physician Wealth Advisors's VNQI Position: Q1 2026 in Review

Physician Wealth Advisors reduced its Vanguard Global ex-US Real Estate ETF (VNQI) stake by 6.8% in Q1 2026, selling an estimated $3.57K and leaving 1,030 shares worth $45.8K. The position accounts for 0.01% of the portfolio, ranked #419.

Physician Wealth Advisors first reported a position in VNQI in Q2 2025 and has held it in 4 quarters since. The position peaked at $50.7K in Q4 2025. 372 funds tracked by Wall St. Rank hold VNQI as of Q1 2026.

Physician Wealth Advisors held 1,030 shares of Vanguard Global ex-US Real Estate ETF worth $45.8K as of Q1 2026.
Physician Wealth Advisors sold 75 Vanguard Global ex-US Real Estate ETF shares in Q1 2026, an estimated $3.57K.
Vanguard Global ex-US Real Estate ETF made up 0.01% of Physician Wealth Advisors's portfolio in Q1 2026, its #419 holding.
Physician Wealth Advisors first reported a position in Vanguard Global ex-US Real Estate ETF in Q2 2025 and has held it in 4 quarters since.
Physician Wealth Advisors's Vanguard Global ex-US Real Estate ETF position peaked at $50.7K in Q4 2025.
372 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.