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VNQI icon

Prosperity Planning’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Prosperity Planning’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 		$2.22M Buy
49,434
+1,410
+3% +$65K 0.51% 39
2026
Q1 		$2.13M Buy
48,024
+906
+2% +$43.1K 0.54% 40
2025
Q4 		$2.16M Buy
47,118
+2,908
+7% +$137K 0.57% 40
2025
Q3 		$2.11M Buy
44,210
+1,291
+3% +$60.5K 0.57% 39
2025
Q2 		$1.98M Buy
42,919
+808
+2% +$34.9K 0.57% 37
2025
Q1 		$1.7M Buy
42,111
+451
+1% +$18.1K 0.53% 39
2024
Q4 		$1.65M Buy
41,660
+856
+2% +$37.1K 0.53% 42
2024
Q3 		$1.91M Buy
40,804
+1,678
+4% +$73K 0.61% 39
2024
Q2 		$1.59M Buy
39,126
+2,151
+6% +$88.9K 0.54% 37
2024
Q1 		$1.56M Buy
36,975
+2,279
+7% +$93.1K 0.54% 37
2023
Q4 		$1.48M Buy
34,696
+573
+2% +$22.8K 0.55% 38
2023
Q3 		$1.33M Buy
34,123
+1,166
+4% +$47.3K 0.56% 40
2023
Q2 		$1.32M Buy
32,957
+2,070
+7% +$84.7K 0.55% 40
2023
Q1 		$1.25M Buy
30,887
+8,441
+38% +$357K 0.55% 41
2022
Q4 		$1.26M Hold
22,446
– – 0.62% 36
2022
Q3 		$857K Buy
22,446
+4,341
+24% +$188K 0.45% 43
2022
Q2 		$1M Hold
18,105
– – 0.51% 42
2022
Q1 		$1.11M Hold
18,105
– – 0.54% 36
2021
Q4 		$977K Buy
18,105
+1,512
+9% +$85.3K 0.5% 40
2021
Q3 		$934K Buy
16,593
+592
+4% +$34.7K 0.51% 39
2021
Q2 		$934K Buy
16,001
+575
+4% +$33.5K 0.58% 36
2021
Q1 		$860K Buy
15,426
+2,942
+24% +$161K 0.61% 36
2020
Q4 		$678K Buy
+12,484
New +$644K 0.57% 39

Other funds holding VNQI

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
MSA
Marathon Strategic Advisors Pittsburgh, Pennsylvania $177M AUM 66.85% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Prosperity Planning's VNQI Position: Q2 2026 in Review

Prosperity Planning increased its Vanguard Global ex-US Real Estate ETF (VNQI) stake by 2.9% in Q2 2026, buying an estimated $65K and bringing the position to 49,434 shares worth $2.22M. The position accounts for 0.51% of the portfolio, ranked #39.

Prosperity Planning first reported a position in VNQI in Q4 2020 and has held it in 23 quarters since. 66 funds tracked by Wall St. Rank hold VNQI as of Q2 2026.

  • Prosperity Planning held 49,434 shares of Vanguard Global ex-US Real Estate ETF worth $2.22M as of Q2 2026.
  • Prosperity Planning bought 1,410 Vanguard Global ex-US Real Estate ETF shares in Q2 2026, an estimated $65K.
  • Vanguard Global ex-US Real Estate ETF made up 0.51% of Prosperity Planning's portfolio in Q2 2026, its #39 holding.
  • Prosperity Planning first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2020 and has held it in 23 quarters since.
  • 66 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.