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Sound Financial Strategies Group’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Sound Financial Strategies 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 		$469K Sell
10,550
-7,458
-41% -$355K 0.32% 52
2025
Q4 		$825K Buy
18,008
+124
+0.7% +$5.86K 0.58% 40
2025
Q3 		$854K Sell
17,884
-1,697
-9% -$79.5K 0.62% 38
2025
Q2 		$904K Sell
19,581
-709
-3% -$30.6K 0.76% 25
2025
Q1 		$821K Buy
+20,290
New +$816K 0.73% 26

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 $58.2B AUM 22.78% 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

Sound Financial Strategies Group's VNQI Position: Q1 2026 in Review

Sound Financial Strategies Group reduced its Vanguard Global ex-US Real Estate ETF (VNQI) stake by 41% in Q1 2026, selling an estimated $355K and leaving 10,550 shares worth $469K. The position accounts for 0.32% of the portfolio, ranked #52.

Sound Financial Strategies Group first reported a position in VNQI in Q1 2025 and has held it in 5 quarters since. The position peaked at $904K in Q2 2025. 374 funds tracked by Wall St. Rank hold VNQI as of Q1 2026.

  • Sound Financial Strategies Group held 10,550 shares of Vanguard Global ex-US Real Estate ETF worth $469K as of Q1 2026.
  • Sound Financial Strategies Group sold 7,458 Vanguard Global ex-US Real Estate ETF shares in Q1 2026, an estimated $355K.
  • Vanguard Global ex-US Real Estate ETF made up 0.32% of Sound Financial Strategies Group's portfolio in Q1 2026, its #52 holding.
  • Sound Financial Strategies Group first reported a position in Vanguard Global ex-US Real Estate ETF in Q1 2025 and has held it in 5 quarters since.
  • Sound Financial Strategies Group's Vanguard Global ex-US Real Estate ETF position peaked at $904K in Q2 2025.
  • 374 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.