Plante Moran Financial Advisors’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Plante Moran Financial 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
2024 Q4	–	Sell	-15	Closed	-$704	–	990
2024 Q3	$704	Buy	+15	New	+$653	﹤0.01%	799
2024 Q1	–	Sell	-1	Closed	-$43	–	935
2023 Q4	$43	Buy	+1	New	+$40	﹤0.01%	808
2023 Q1	–	Sell	-226	Closed	-$9.34K	–	913
2022 Q4	$9.34K	Buy	+226	New	+$9.01K	﹤0.01%	590
2022 Q2	–	Sell	-168	Closed	-$9K	–	1062
2022 Q1	$9K	Buy	168 +15	+10%	+$781	﹤0.01%	618
2021 Q4	$8K	Buy	+153	New	+$8.63K	﹤0.01%	740
2019 Q3	–	Sell	-21	Closed	-$1K	–	918
2019 Q2	$1K	Buy	+21	New	+$1.23K	﹤0.01%	767
2019 Q1	–	Sell	-12	Closed	-$1K	–	953
2018 Q4	$1K	Buy	+12	New	+$648	﹤0.01%	845

Other funds holding VNQI

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Plante Moran Financial Advisors's VNQI Position: Q4 2024 in Review

Plante Moran Financial Advisors sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q4 2024, closing a stake of 15 shares — an estimated $704 sold.

Plante Moran Financial Advisors first reported a position in VNQI in Q4 2018 and held it in 7 quarters. The position peaked at $9.34K in Q4 2022. 347 funds tracked by Wall St. Rank hold VNQI as of Q4 2024.

Plante Moran Financial Advisors reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q4 2024 after selling out during the quarter.
Plante Moran Financial Advisors sold 15 Vanguard Global ex-US Real Estate ETF shares in Q4 2024, an estimated $704.
Plante Moran Financial Advisors first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2018 and held it in 7 quarters.
Plante Moran Financial Advisors's Vanguard Global ex-US Real Estate ETF position peaked at $9.34K in Q4 2022.
347 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q4 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.