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

Rebalance’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
2025 Q1	–	Sell	-20,012	Closed	-$792K	–	105
2024 Q4	$792K	Buy	20,012 +980	+5%	+$42.4K	0.06%	57
2024 Q3	$893K	Hold	19,032	–	–	0.07%	55
2024 Q2	$772K	Buy	19,032 +989	+5%	+$40.9K	0.06%	55
2024 Q1	$760K	Hold	18,043	–	–	0.06%	57
2023 Q4	$768K	Buy	+18,043	New	+$719K	0.07%	57

Other funds holding VNQI

Empower Advisory Group

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return