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Root Financial Partners’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Root Financial Partners’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 		– Sell
-5,796
Closed -$258K – 3107
2026
Q1 		$258K Buy
5,796
+5,061
+689% +$241K 0.01% 285
2025
Q4 		$33.7K Buy
735
+255
+53% +$12.1K ﹤0.01% 886
2025
Q3 		$22.9K Buy
+480
New +$22.5K ﹤0.01% 1046

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BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Root Financial Partners's VNQI Position: Q2 2026 in Review

Root Financial Partners sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q2 2026, closing a stake of 5,796 shares — an estimated $258K sold.

Root Financial Partners first reported a position in VNQI in Q3 2025 and held it in 3 quarters. The position peaked at $258K in Q1 2026. 365 funds tracked by Wall St. Rank hold VNQI as of Q2 2026.

  • Root Financial Partners reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 5,796 Vanguard Global ex-US Real Estate ETF shares in Q2 2026, an estimated $258K.
  • Root Financial Partners first reported a position in Vanguard Global ex-US Real Estate ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Vanguard Global ex-US Real Estate ETF position peaked at $258K in Q1 2026.
  • 365 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.