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 Q2	$875K	Sell	15,648 -3,857	-20%	-$178K	0.65%	25
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 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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

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 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

Poinciana Advisors Group's VNQI Position: Q2 2026 in Review

Poinciana Advisors Group reduced its Vanguard Global ex-US Real Estate ETF (VNQI) stake by 20% in Q2 2026, selling an estimated $178K and leaving 15,648 shares worth $875K. The position accounts for 0.65% of the portfolio, ranked #25.

Poinciana Advisors Group first reported a position in VNQI in Q4 2024 and has held it in 7 quarters since. The position peaked at $931K in Q3 2025. 368 funds tracked by Wall St. Rank hold VNQI as of Q2 2026.

Poinciana Advisors Group held 15,648 shares of Vanguard Global ex-US Real Estate ETF worth $875K as of Q2 2026.
Poinciana Advisors Group sold 3,857 Vanguard Global ex-US Real Estate ETF shares in Q2 2026, an estimated $178K.
Vanguard Global ex-US Real Estate ETF made up 0.65% of Poinciana Advisors Group's portfolio in Q2 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 7 quarters since.
Poinciana Advisors Group's Vanguard Global ex-US Real Estate ETF position peaked at $931K in Q3 2025.
368 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.