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Poinciana Advisors Group’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Poinciana Advisors Group’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 		$867K Hold
19,505
– – 0.68% 25
2025
Q4 		$894K Hold
19,505
– – 0.71% 25
2025
Q3 		$931K Hold
19,505
– – 0.79% 24
2025
Q2 		$900K Buy
19,505
+8
+0% +$345 0.81% 25
2025
Q1 		$789K Hold
19,497
– – 0.82% 23
2024
Q4 		$771K Buy
+19,497
New +$844K 0.78% 24

Other funds holding VNQI

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $7.18B AUM 21.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Poinciana Advisors Group's VNQI Position: Q1 2026 in Review

Poinciana Advisors Group held its Vanguard Global ex-US Real Estate ETF (VNQI) position steady in Q1 2026 at 19,505 shares worth $867K. The position accounts for 0.68% of the portfolio, ranked #25.

Poinciana Advisors Group first reported a position in VNQI in Q4 2024 and has held it in 6 quarters since. The position peaked at $931K in Q3 2025. 372 funds tracked by Wall St. Rank hold VNQI as of Q1 2026.

  • Poinciana Advisors Group held 19,505 shares of Vanguard Global ex-US Real Estate ETF worth $867K as of Q1 2026.
  • Poinciana Advisors Group left its Vanguard Global ex-US Real Estate ETF share count unchanged in Q1 2026.
  • Vanguard Global ex-US Real Estate ETF made up 0.68% of Poinciana Advisors Group's portfolio in Q1 2026, its #25 holding.
  • Poinciana Advisors Group first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2024 and has held it in 6 quarters since.
  • Poinciana Advisors Group's Vanguard Global ex-US Real Estate ETF position peaked at $931K in Q3 2025.
  • 372 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q1 2026.

Based on Poinciana Advisors Group's 13F filing for Q1 2026, filed 16 Apr 2026.