Root Financial Partners
VNQI icon

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
Q3 		$7.7K Buy
+181
New +$8.15K ﹤0.01% 2043
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% +$12K ﹤0.01% 886
2025
Q3 		$22.9K Buy
+480
New +$22.5K ﹤0.01% 1046

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Morgan Stanley
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Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Moller Wealth Partners
Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Root Financial Partners's VNQI Position: Q3 2026 in Review

Root Financial Partners opened a new position in Vanguard Global ex-US Real Estate ETF (VNQI) in Q3 2026: 181 shares worth $7.7K. The stake represents ﹤0.01% of the portfolio and ranks #2043 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in VNQI as recently as Q1 2026.

Root Financial Partners first reported a position in VNQI in Q3 2025 and has held it in 4 quarters since. The position peaked at $258K in Q1 2026. 321 funds tracked by Wall St. Rank hold VNQI as of Q3 2026.

  • Root Financial Partners held 181 shares of Vanguard Global ex-US Real Estate ETF worth $7.7K as of Q3 2026.
  • Vanguard Global ex-US Real Estate ETF was a new Root Financial Partners position in Q3 2026.
  • Vanguard Global ex-US Real Estate ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2043 holding.
  • Root Financial Partners first reported a position in Vanguard Global ex-US Real Estate ETF in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Vanguard Global ex-US Real Estate ETF position peaked at $258K in Q1 2026.
  • 321 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.