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Strategic Financial Planning’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Strategic Financial Planning’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
Q2 		$5.19M Buy
+115,681
New +$5.33M 2.71% 12
2026
Q1 		– Sell
-117,551
Closed -$5.4M – 61
2025
Q4 		$5.4M Buy
117,551
+5,734
+5% +$271K 3.07% 11
2025
Q3 		$5.33M Sell
111,817
-1,449
-1% -$67.9K 3.09% 10
2025
Q2 		$5.22M Sell
113,266
-242
-0.2% -$10.4K 3.25% 10
2025
Q1 		$4.59M Buy
113,508
+62
+0.1% +$2.49K 3.17% 9
2024
Q4 		$4.49M Buy
113,446
+6,926
+7% +$300K 3.06% 11
2024
Q3 		$5M Buy
106,520
+3,630
+4% +$158K 3.3% 9
2024
Q2 		$4.17M Buy
102,890
+2,596
+3% +$107K 3.01% 10
2024
Q1 		$4.23M Buy
100,294
+3,520
+4% +$144K 3.16% 11
2023
Q4 		$4.12M Buy
96,774
+4,499
+5% +$179K 3.22% 11
2023
Q3 		$3.59M Buy
92,275
+2,166
+2% +$87.9K 3.31% 10
2023
Q2 		$3.62M Buy
90,109
+2,764
+3% +$113K 3.21% 11
2023
Q1 		$3.54M Buy
87,345
+2,019
+2% +$85.4K 3.24% 11
2022
Q4 		$3.53M Buy
85,326
+10,000
+13% +$399K 3.42% 11
2022
Q3 		$2.87M Sell
75,326
-3,820
-5% -$166K 2.99% 14
2022
Q2 		$3.5M Sell
79,146
-283
-0.4% -$13.5K 3.37% 12
2022
Q1 		$4.13M Sell
79,429
-6,935
-8% -$361K 3.43% 11
2021
Q4 		$4.66M Buy
86,364
+4,641
+6% +$262K 3.35% 10
2021
Q3 		$4.6M Buy
81,723
+2,534
+3% +$149K 3.37% 11
2021
Q2 		$4.62M Sell
79,189
-1,343
-2% -$78.1K 3.33% 11
2021
Q1 		$4.5M Buy
80,532
+11,064
+16% +$605K 3.35% 11
2020
Q4 		$3.77M Buy
69,468
+3,879
+6% +$200K 3.31% 12
2020
Q3 		$3.19M Buy
65,589
+1,725
+3% +$83.8K 3.32% 11
2020
Q2 		$2.98M Buy
63,864
+5,544
+10% +$251K 3.32% 11
2020
Q1 		$2.5M Sell
58,320
-3,379
-5% -$182K 3.31% 9
2019
Q4 		$3.65M Buy
+61,699
New +$3.7M 3.54% 10

Other funds holding VNQI

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Strategic Financial Planning's VNQI Position: Q2 2026 in Review

Strategic Financial Planning opened a new position in Vanguard Global ex-US Real Estate ETF (VNQI) in Q2 2026: 115,681 shares worth $5.19M. The stake represents 2.71% of the portfolio and ranks #12 among its holdings. This is a return to the name: Strategic Financial Planning previously reported a position in VNQI as recently as Q4 2025.

Strategic Financial Planning first reported a position in VNQI in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.4M in Q4 2025. 365 funds tracked by Wall St. Rank hold VNQI as of Q2 2026.

  • Strategic Financial Planning held 115,681 shares of Vanguard Global ex-US Real Estate ETF worth $5.19M as of Q2 2026.
  • Vanguard Global ex-US Real Estate ETF was a new Strategic Financial Planning position in Q2 2026.
  • Vanguard Global ex-US Real Estate ETF made up 2.71% of Strategic Financial Planning's portfolio in Q2 2026, its #12 holding.
  • Strategic Financial Planning first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2019 and has held it in 26 quarters since.
  • Strategic Financial Planning's Vanguard Global ex-US Real Estate ETF position peaked at $5.4M in Q4 2025.
  • 365 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2026.

Based on Strategic Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.