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Pinnacle Wealth Planning Services’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Pinnacle Wealth Planning Services’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 		$90 Hold
2
– – ﹤0.01% 2733
2026
Q1 		$89 Hold
2
– – ﹤0.01% 2715
2025
Q4 		$92 Buy
+2
New +$95 ﹤0.01% 2733

Other funds holding VNQI

Empower Advisory Group
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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

Pinnacle Wealth Planning Services's VNQI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Vanguard Global ex-US Real Estate ETF (VNQI) position steady in Q2 2026 at 2 shares worth $90. The position accounts for ﹤0.01% of the portfolio, ranked #2733.

Pinnacle Wealth Planning Services first reported a position in VNQI in Q4 2025 and has held it in 3 quarters since. The position peaked at $92 in Q4 2025. 366 funds tracked by Wall St. Rank hold VNQI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2 shares of Vanguard Global ex-US Real Estate ETF worth $90 as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Vanguard Global ex-US Real Estate ETF share count unchanged in Q2 2026.
  • Vanguard Global ex-US Real Estate ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2733 holding.
  • Pinnacle Wealth Planning Services first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Vanguard Global ex-US Real Estate ETF position peaked at $92 in Q4 2025.
  • 366 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.