Richardson Financial Services’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Richardson Financial Services’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	$393K	Sell	8,764 -148	-2%	-$6.82K	0.22%	100
2026 Q1	$396K	Sell	8,912 -26	-0.3%	-$1.24K	0.25%	96
2025 Q4	$410K	Sell	8,938 -433	-5%	-$20.5K	0.13%	97
2025 Q3	$447K	Buy	9,371 +125	+1%	+$5.85K	0.28%	88
2025 Q2	$429K	Buy	9,246 +2,819	+44%	+$122K	0.29%	96
2025 Q1	$260K	Buy	6,427 +32	+0.5%	+$1.29K	0.2%	125
2024 Q4	$253K	Buy	6,395 +33	+0.5%	+$1.43K	0.18%	120
2024 Q3	$258K	Hold	6,362	–	–	0.16%	124
2024 Q2	$258K	Buy	6,362 +213	+3%	+$8.8K	0.19%	117
2024 Q1	$259K	Buy	6,149 +466	+8%	+$19K	0.18%	124
2023 Q4	$242K	Buy	+5,683	New	+$227K	0.21%	110

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 22.96% 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

Richardson Financial Services's VNQI Position: Q2 2026 in Review

Richardson Financial Services reduced its Vanguard Global ex-US Real Estate ETF (VNQI) stake by 1.7% in Q2 2026, selling an estimated $6.82K and leaving 8,764 shares worth $393K. The position accounts for 0.22% of the portfolio, ranked #100.

Richardson Financial Services first reported a position in VNQI in Q4 2023 and has held it in 11 quarters since. The position peaked at $447K in Q3 2025. 366 funds tracked by Wall St. Rank hold VNQI as of Q2 2026.

Richardson Financial Services held 8,764 shares of Vanguard Global ex-US Real Estate ETF worth $393K as of Q2 2026.
Richardson Financial Services sold 148 Vanguard Global ex-US Real Estate ETF shares in Q2 2026, an estimated $6.82K.
Vanguard Global ex-US Real Estate ETF made up 0.22% of Richardson Financial Services's portfolio in Q2 2026, its #100 holding.
Richardson Financial Services first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
Richardson Financial Services's Vanguard Global ex-US Real Estate ETF position peaked at $447K in Q3 2025.
366 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.