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Surevest’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Surevest’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
2022
Q3 		$18K Hold
470
– – ﹤0.01% 252
2022
Q2 		$21K Hold
470
– – 0.01% 261
2022
Q1 		$24K Hold
470
– – 0.01% 229
2021
Q4 		$25K Buy
+470
New +$26.5K 0.01% 226

Other funds holding VNQI

PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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

Surevest's VNQI Position: Q3 2022 in Review

Surevest held its Vanguard Global ex-US Real Estate ETF (VNQI) position steady in Q3 2022 at 470 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #252.

Surevest first reported a position in VNQI in Q4 2021 and has held it in 4 quarters since. The position peaked at $25K in Q4 2021. 337 funds tracked by Wall St. Rank hold VNQI as of Q3 2022.

  • Surevest held 470 shares of Vanguard Global ex-US Real Estate ETF worth $18K as of Q3 2022.
  • Surevest left its Vanguard Global ex-US Real Estate ETF share count unchanged in Q3 2022.
  • Vanguard Global ex-US Real Estate ETF made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #252 holding.
  • Surevest first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Vanguard Global ex-US Real Estate ETF position peaked at $25K in Q4 2021.
  • 337 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.