ULWM
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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
Q3 		$703K Sell
16,542
-86,593
-84% -$3.9M 0.37% 45
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

MWP
Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
TW
Traveka Wealth Los Altos, California $324M AUM 18.67% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BI
BluePrint Investing San Francisco, California $128M AUM 9.87% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Upper Left Wealth Management's VNQI Position: Q3 2026 in Review

Upper Left Wealth Management reduced its Vanguard Global ex-US Real Estate ETF (VNQI) stake by 84% in Q3 2026, selling an estimated $3.9M and leaving 16,542 shares worth $703K. The position accounts for 0.37% of the portfolio, ranked #45.

Upper Left Wealth Management first reported a position in VNQI in Q4 2021 and has held it in 20 quarters since. The position peaked at $5.01M in Q3 2025. 67 funds tracked by Wall St. Rank hold VNQI as of Q3 2026.

  • Upper Left Wealth Management held 16,542 shares of Vanguard Global ex-US Real Estate ETF worth $703K as of Q3 2026.
  • Upper Left Wealth Management sold 86,593 Vanguard Global ex-US Real Estate ETF shares in Q3 2026, an estimated $3.9M.
  • Vanguard Global ex-US Real Estate ETF made up 0.37% of Upper Left Wealth Management's portfolio in Q3 2026, its #45 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 20 quarters since.
  • Upper Left Wealth Management's Vanguard Global ex-US Real Estate ETF position peaked at $5.01M in Q3 2025.
  • 67 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q3 2026.

Based on Upper Left Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.