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Strategic Wealth Advisors’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Strategic Wealth Advisors’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 		$2.93M Sell
63,929
-2,589
-4% -$119K 2.51% 14
2026
Q1 		$2.96M Buy
66,518
+2,589
+4% +$123K 2.37% 16
2025
Q4 		$2.93M Buy
+63,929
New +$3.02M 2.51% 14

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 Wealth Advisors's VNQI Position: Q2 2026 in Review

Strategic Wealth Advisors reduced its Vanguard Global ex-US Real Estate ETF (VNQI) stake by 3.9% in Q2 2026, selling an estimated $119K and leaving 63,929 shares worth $2.93M. The position accounts for 2.51% of the portfolio, ranked #14.

Strategic Wealth Advisors first reported a position in VNQI in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.96M in Q1 2026. 365 funds tracked by Wall St. Rank hold VNQI as of Q2 2026.

  • Strategic Wealth Advisors held 63,929 shares of Vanguard Global ex-US Real Estate ETF worth $2.93M as of Q2 2026.
  • Strategic Wealth Advisors sold 2,589 Vanguard Global ex-US Real Estate ETF shares in Q2 2026, an estimated $119K.
  • Vanguard Global ex-US Real Estate ETF made up 2.51% of Strategic Wealth Advisors's portfolio in Q2 2026, its #14 holding.
  • Strategic Wealth Advisors first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2025 and has held it in 3 quarters since.
  • Strategic Wealth Advisors's Vanguard Global ex-US Real Estate ETF position peaked at $2.96M in Q1 2026.
  • 365 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2026.

Based on Strategic Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.