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

Ridgewood Investments’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	$208K	Buy	+4,676	New	+$223K	0.09%	205
2025 Q3	–	Sell	-3,604	Closed	-$166K	–	679
2025 Q2	$166K	Buy	3,604 +1,012	+39%	+$43.7K	0.07%	206
2025 Q1	$105K	Buy	2,592 +430	+20%	+$17.3K	0.05%	243
2024 Q4	$85.5K	Buy	2,162 +742	+52%	+$32.1K	0.04%	252
2024 Q3	$66.6K	Buy	1,420 +249	+21%	+$10.8K	0.03%	273
2024 Q2	$47.5K	Buy	+1,171	New	+$48.4K	0.02%	326
2023 Q3	–	Sell	-904	Closed	-$36.3K	–	760
2023 Q2	$36.3K	Sell	904 -182	-17%	-$7.45K	0.02%	373
2023 Q1	$44.1K	Buy	+1,086	New	+$45.9K	0.03%	362

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

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

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

United Capital Financial Advisors Irving, Texas $16.2B 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