SageView Advisory Group’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

SageView Advisory Group’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
2025 Q4	$28.3K	Buy	+618	New	+$29.2K	﹤0.01%	1309
2024 Q2	–	Sell	-22,431	Closed	-$5.13M	–	792
2024 Q1	$5.13M	Buy	+22,431	New	+$916K	0.26%	50
2023 Q1	–	Sell	-6,385	Closed	-$264K	–	492
2022 Q4	$264K	Buy	+6,385	New	+$255K	0.02%	349

Other funds holding VNQI

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SageView Advisory Group's VNQI Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Vanguard Global ex-US Real Estate ETF (VNQI) in Q4 2025: 618 shares worth $28.3K. The stake represents ﹤0.01% of the portfolio and ranks #1309 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in VNQI as recently as Q1 2024.

SageView Advisory Group first reported a position in VNQI in Q4 2022 and has held it in 3 quarters since. The position peaked at $5.13M in Q1 2024. 373 funds tracked by Wall St. Rank hold VNQI as of Q4 2025.

SageView Advisory Group held 618 shares of Vanguard Global ex-US Real Estate ETF worth $28.3K as of Q4 2025.
Vanguard Global ex-US Real Estate ETF was a new SageView Advisory Group position in Q4 2025.
Vanguard Global ex-US Real Estate ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1309 holding.
SageView Advisory Group first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2022 and has held it in 3 quarters since.
SageView Advisory Group's Vanguard Global ex-US Real Estate ETF position peaked at $5.13M in Q1 2024.
373 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.