ULWM
VNQI icon

Upper Left Wealth Management’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Upper Left Wealth 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
Q2 		$4.63M Buy
103,135
+105
+0.1% +$4.84K 2.56% 17
2026
Q1 		$4.58M Sell
103,030
-3,379
-3% -$161K 2.7% 14
2025
Q4 		$4.88M Buy
106,409
+1,548
+1% +$73.1K 2.97% 12
2025
Q3 		$5.01M Sell
104,861
-829
-0.8% -$38.8K 3.14% 10
2025
Q2 		$4.88M Sell
105,690
-1,377
-1% -$59.5K 3.25% 9
2025
Q1 		$4.33M Sell
107,067
-3,403
-3% -$137K 3.11% 10
2024
Q4 		$4.37M Buy
110,470
+1,898
+2% +$82.2K 3.74% 8
2024
Q3 		$4.84M Buy
108,572
+9,087
+9% +$396K 4.23% 4
2024
Q2 		$4.04M Buy
99,485
+2,178
+2% +$90K 3.65% 9
2024
Q1 		$4.1M Buy
97,307
+925
+1% +$37.8K 3.8% 8
2023
Q4 		$4.1M Buy
96,382
+5,113
+6% +$204K 4.02% 6
2023
Q3 		$3.55M Buy
91,269
+10,919
+14% +$443K 3.7% 11
2023
Q2 		$3.23M Buy
80,350
+4,996
+7% +$205K 3.59% 11
2023
Q1 		$3.06M Buy
75,354
+3,054
+4% +$129K 3.47% 11
2022
Q4 		$2.99M Buy
72,300
+1,201
+2% +$47.9K 3.53% 10
2022
Q3 		$2.75M Sell
71,099
-11,584
-14% -$503K 3.58% 11
2022
Q2 		$3.66M Buy
82,683
+3,509
+4% +$168K 4.24% 8
2022
Q1 		$4.17M Buy
79,174
+411
+0.5% +$21.4K 4.32% 5
2021
Q4 		$4.25M Buy
+78,763
New +$4.44M 4.24% 11

Other funds holding VNQI

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
MSA
Marathon Strategic Advisors Pittsburgh, Pennsylvania $177M AUM 66.85% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Upper Left Wealth Management's VNQI Position: Q2 2026 in Review

Upper Left Wealth Management increased its Vanguard Global ex-US Real Estate ETF (VNQI) stake by 0.1% in Q2 2026, buying an estimated $4.84K and bringing the position to 103,135 shares worth $4.63M. The position accounts for 2.56% of the portfolio, ranked #17.

Upper Left Wealth Management first reported a position in VNQI in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.01M in Q3 2025. 66 funds tracked by Wall St. Rank hold VNQI as of Q2 2026.

  • Upper Left Wealth Management held 103,135 shares of Vanguard Global ex-US Real Estate ETF worth $4.63M as of Q2 2026.
  • Upper Left Wealth Management bought 105 Vanguard Global ex-US Real Estate ETF shares in Q2 2026, an estimated $4.84K.
  • Vanguard Global ex-US Real Estate ETF made up 2.56% of Upper Left Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Upper Left Wealth Management first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2021 and has held it in 19 quarters since.
  • Upper Left Wealth Management's Vanguard Global ex-US Real Estate ETF position peaked at $5.01M in Q3 2025.
  • 66 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2026.

Based on Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.