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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
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

Other funds holding VNQI

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B 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

Root Financial Partners's VNQI Position: Q1 2026 in Review

Root Financial Partners increased its Vanguard Global ex-US Real Estate ETF (VNQI) stake by 689% in Q1 2026, buying an estimated $241K and bringing the position to 5,796 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #285.

Root Financial Partners first reported a position in VNQI in Q3 2025 and has held it in 3 quarters since. 373 funds tracked by Wall St. Rank hold VNQI as of Q1 2026.

  • Root Financial Partners held 5,796 shares of Vanguard Global ex-US Real Estate ETF worth $258K as of Q1 2026.
  • Root Financial Partners bought 5,061 Vanguard Global ex-US Real Estate ETF shares in Q1 2026, an estimated $241K.
  • Vanguard Global ex-US Real Estate ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #285 holding.
  • Root Financial Partners first reported a position in Vanguard Global ex-US Real Estate ETF in Q3 2025 and has held it in 3 quarters since.
  • 373 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.