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United Capital Financial Advisors’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

United Capital Financial 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
Q1 		$33.3M Sell
752,462
-160,029
-18% -$7.62M 0.2% 95
2025
Q4 		$41.8M Sell
912,491
-173,305
-16% -$8.19M 0.25% 80
2025
Q3 		$51.8M Sell
1,085,796
-98,021
-8% -$4.59M 0.37% 56
2025
Q2 		$54.6M Sell
1,183,817
-164,946
-12% -$7.12M 0.44% 44
2025
Q1 		$54.6M Sell
1,348,763
-7,883
-0.6% -$317K 0.47% 44
2024
Q4 		$53.7M Sell
1,356,646
-27,387
-2% -$1.19M 0.45% 47
2024
Q3 		$64.9M Buy
1,384,033
+20,170
+1% +$878K 0.53% 41
2024
Q2 		$55.3M Sell
1,363,863
-7,702
-0.6% -$318K 0.48% 46
2024
Q1 		$57.8M Sell
1,371,565
-33,571
-2% -$1.37M 0.48% 45
2023
Q4 		$59.8M Sell
1,405,136
-1,104,953
-44% -$44.1M 0.5% 40
2023
Q3 		$97.7M Sell
2,510,089
-669,565
-21% -$27.2M 0.64% 31
2023
Q2 		$128M Buy
3,179,654
+119,003
+4% +$4.87M 0.7% 26
2023
Q1 		$124M Buy
3,060,651
+149,931
+5% +$6.34M 0.69% 27
2022
Q4 		$120M Buy
2,910,720
+110,342
+4% +$4.4M 0.67% 28
2022
Q3 		$107M Buy
2,800,378
+140,728
+5% +$6.11M 0.63% 31
2022
Q2 		$118M Buy
2,659,650
+82,897
+3% +$3.96M 0.65% 28
2022
Q1 		$134M Buy
2,576,753
+104,018
+4% +$5.42M 0.65% 27
2021
Q4 		$133M Buy
2,472,735
+120,343
+5% +$6.79M 0.61% 28
2021
Q3 		$132M Buy
2,352,392
+42,662
+2% +$2.5M 0.66% 27
2021
Q2 		$135M Buy
2,309,730
+115,332
+5% +$6.71M 0.68% 25
2021
Q1 		$122M Buy
2,194,398
+178,580
+9% +$9.77M 0.68% 23
2020
Q4 		$109M Buy
2,015,818
+131,269
+7% +$6.77M 0.66% 22
2020
Q3 		$91.6M Buy
1,884,549
+327,668
+21% +$15.9M 0.6% 26
2020
Q2 		$72.6M Buy
1,556,881
+35,566
+2% +$1.61M 0.53% 34
2020
Q1 		$65.3M Buy
1,521,315
+1,510,918
+14,532% +$81.3M 0.54% 30
2019
Q4 		$614K Buy
10,397
+554
+6% +$33.3K ﹤0.01% 934
2019
Q3 		$577K Buy
+9,843
New +$575K ﹤0.01% 909
2017
Q2 		– Sell
-7,701
Closed -$410K – 1310
2017
Q1 		$410K Sell
7,701
-895
-10% -$46.6K ﹤0.01% 962
2016
Q4 		$426K Sell
8,596
-4,383
-34% -$228K ﹤0.01% 968
2016
Q3 		$729K Sell
12,979
-415
-3% -$23.2K 0.01% 860
2016
Q2 		$723K Buy
13,394
+1,681
+14% +$90.6K 0.01% 826
2016
Q1 		$627K Sell
11,713
-6,063
-34% -$301K 0.01% 815
2015
Q4 		$908K Buy
17,776
+2,189
+14% +$115K 0.01% 721
2015
Q3 		$794K Buy
15,587
+10,724
+221% +$569K 0.01% 755
2015
Q2 		$270K Buy
+4,863
New +$283K ﹤0.01% 1102
2014
Q4 		– Sell
-15,317
Closed -$834K – 1194
2014
Q3 		$834K Buy
15,317
+3,352
+28% +$195K 0.01% 655
2014
Q2 		$695K Buy
+11,965
New +$675K 0.01% 633

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
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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

United Capital Financial Advisors's VNQI Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Vanguard Global ex-US Real Estate ETF (VNQI) stake by 18% in Q1 2026, selling an estimated $7.62M and leaving 752,462 shares worth $33.3M. The position accounts for 0.2% of the portfolio, ranked #95.

United Capital Financial Advisors first reported a position in VNQI in Q2 2014 and has held it in 37 quarters since. The position peaked at $135M in Q2 2021. 374 funds tracked by Wall St. Rank hold VNQI as of Q1 2026.

  • United Capital Financial Advisors held 752,462 shares of Vanguard Global ex-US Real Estate ETF worth $33.3M as of Q1 2026.
  • United Capital Financial Advisors sold 160,029 Vanguard Global ex-US Real Estate ETF shares in Q1 2026, an estimated $7.62M.
  • Vanguard Global ex-US Real Estate ETF made up 0.2% of United Capital Financial Advisors's portfolio in Q1 2026, its #95 holding.
  • United Capital Financial Advisors first reported a position in Vanguard Global ex-US Real Estate ETF in Q2 2014 and has held it in 37 quarters since.
  • United Capital Financial Advisors's Vanguard Global ex-US Real Estate ETF position peaked at $135M in Q2 2021.
  • 374 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.