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

Strategic Wealth Partners’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	$36.9K	Sell	822 -71	-8%	-$3.27K	﹤0.01%	598
2026 Q1	$39.7K	Sell	893 -82	-8%	-$3.9K	﹤0.01%	554
2025 Q4	$44.7K	Buy	975 +662	+212%	+$31.3K	﹤0.01%	539
2025 Q3	$14.9K	Sell	313 -60	-16%	-$2.81K	﹤0.01%	804
2025 Q2	$17.2K	Buy	+373	New	+$16.1K	﹤0.01%	683
2019 Q4	–	Sell	-22	Closed	-$1	–	497
2019 Q3	$1	Sell	22 -2	-8%	-$117	﹤0.01%	714
2019 Q2	$1K	Sell	24 -39	-62%	-$2.28K	﹤0.01%	721
2019 Q1	$4K	Buy	+63	New	+$3.57K	﹤0.01%	683

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

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

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

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

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 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

Strategic Wealth Partners's VNQI Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Vanguard Global ex-US Real Estate ETF (VNQI) stake by 8% in Q2 2026, selling an estimated $3.27K and leaving 822 shares worth $36.9K. The position accounts for ﹤0.01% of the portfolio, ranked #598.

Strategic Wealth Partners first reported a position in VNQI in Q1 2019 and has held it in 8 quarters since. The position peaked at $44.7K in Q4 2025. 365 funds tracked by Wall St. Rank hold VNQI as of Q2 2026.

Strategic Wealth Partners held 822 shares of Vanguard Global ex-US Real Estate ETF worth $36.9K as of Q2 2026.
Strategic Wealth Partners sold 71 Vanguard Global ex-US Real Estate ETF shares in Q2 2026, an estimated $3.27K.
Vanguard Global ex-US Real Estate ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #598 holding.
Strategic Wealth Partners first reported a position in Vanguard Global ex-US Real Estate ETF in Q1 2019 and has held it in 8 quarters since.
Strategic Wealth Partners's Vanguard Global ex-US Real Estate ETF position peaked at $44.7K 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 Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.