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Synergy Investment Management’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Synergy Investment Management’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
Q1 		$18.7K Buy
+420
New +$20K 0.01% 415
2025
Q2 		– Sell
-416
Closed -$16.8K – 554
2025
Q1 		$16.8K Hold
416
– – 0.01% 333
2024
Q4 		$16.5K Buy
+416
New +$18K 0.01% 343

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
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Synergy Investment Management's VNQI Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Vanguard Global ex-US Real Estate ETF (VNQI) in Q1 2026: 420 shares worth $18.7K. The stake represents 0.01% of the portfolio and ranks #415 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in VNQI as recently as Q1 2025.

Synergy Investment Management first reported a position in VNQI in Q4 2024 and has held it in 3 quarters since. 374 funds tracked by Wall St. Rank hold VNQI as of Q1 2026.

  • Synergy Investment Management held 420 shares of Vanguard Global ex-US Real Estate ETF worth $18.7K as of Q1 2026.
  • Vanguard Global ex-US Real Estate ETF was a new Synergy Investment Management position in Q1 2026.
  • Vanguard Global ex-US Real Estate ETF made up 0.01% of Synergy Investment Management's portfolio in Q1 2026, its #415 holding.
  • Synergy Investment Management first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2024 and has held it in 3 quarters since.
  • 374 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.