SSW
VNQI icon

Stone Summit Wealth’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Stone Summit Wealth’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
Q3 		– Sell
-28,641
Closed -$1.32M – 147
2025
Q2 		$1.32M Sell
28,641
-1,317
-4% -$56.9K 0.41% 64
2025
Q1 		$1.21M Buy
29,958
+1,455
+5% +$58.5K 0.41% 67
2024
Q4 		$1.13M Sell
28,503
-27
-0.1% -$1.17K 0.38% 68
2024
Q3 		$1.34M Buy
28,530
+1,251
+5% +$54.5K 0.43% 65
2024
Q2 		$1.11M Buy
27,279
+995
+4% +$41.1K 0.4% 67
2024
Q1 		$1.11M Buy
26,284
+3,564
+16% +$146K 0.39% 68
2023
Q4 		$968K Buy
22,720
+4,397
+24% +$175K 0.37% 73
2023
Q3 		$713K Buy
18,323
+1,342
+8% +$54.5K 0.31% 81
2023
Q2 		$682K Buy
16,981
+1,720
+11% +$70.4K 0.28% 84
2023
Q1 		$619K Buy
15,261
+2,747
+22% +$116K 0.28% 82
2022
Q4 		$517K Sell
12,514
-931
-7% -$37.1K 0.25% 84
2022
Q3 		$513K Sell
13,445
-66
-0.5% -$2.86K 0.32% 81
2022
Q2 		$599K Buy
13,511
+231
+2% +$11K 0.36% 72
2022
Q1 		$699K Buy
13,280
+2,306
+21% +$120K 0.39% 72
2021
Q4 		$592K Buy
+10,974
New +$619K 0.48% 66

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $7.18B AUM 21.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Stone Summit Wealth's VNQI Position: Q3 2025 in Review

Stone Summit Wealth sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q3 2025, closing a stake of 28,641 shares — an estimated $1.32M sold.

Stone Summit Wealth first reported a position in VNQI in Q4 2021 and held it in 15 quarters. The position peaked at $1.34M in Q3 2024. 361 funds tracked by Wall St. Rank hold VNQI as of Q3 2025.

  • Stone Summit Wealth reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q3 2025 after selling out during the quarter.
  • Stone Summit Wealth sold 28,641 Vanguard Global ex-US Real Estate ETF shares in Q3 2025, an estimated $1.32M.
  • Stone Summit Wealth first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2021 and held it in 15 quarters.
  • Stone Summit Wealth's Vanguard Global ex-US Real Estate ETF position peaked at $1.34M in Q3 2024.
  • 361 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q3 2025.

Based on Stone Summit Wealth's 13F filing for Q3 2025, filed 22 Oct 2025.