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
2026 Q1	–	Sell	-618	Closed	-$28.3K	–	2377
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 $41.9B AUM 18.91% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

SageView Advisory Group's VNQI Position: Q1 2026 in Review

SageView Advisory Group sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q1 2026, closing a stake of 618 shares — an estimated $28.3K sold.

SageView Advisory Group first reported a position in VNQI in Q4 2022 and held it in 3 quarters. The position peaked at $5.13M in Q1 2024. 377 funds tracked by Wall St. Rank hold VNQI as of Q1 2026.

SageView Advisory Group reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 618 Vanguard Global ex-US Real Estate ETF shares in Q1 2026, an estimated $28.3K.
SageView Advisory Group first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2022 and held it in 3 quarters.
SageView Advisory Group's Vanguard Global ex-US Real Estate ETF position peaked at $5.13M in Q1 2024.
377 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.