UFA
VNQI icon

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

Uptown 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
Q2 		$310K Sell
6,905
-1,194
-15% -$55K 0.2% 63
2026
Q1 		$360K Buy
8,099
+690
+9% +$32.9K 0.29% 46
2025
Q4 		$340K Buy
7,409
+439
+6% +$20.7K 0.24% 55
2025
Q3 		$333K Buy
6,970
+73
+1% +$3.42K 0.27% 54
2025
Q2 		$318K Sell
6,897
-33
-0.5% -$1.43K 0.27% 55
2025
Q1 		$280K Sell
6,930
-219
-3% -$8.81K 0.29% 51
2024
Q4 		$283K Buy
+7,149
New +$310K 0.31% 46

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
WSWA
Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return
TW
Traveka Wealth Los Altos, California $301M AUM 26.23% 1-Year Est. Return

Uptown Financial Advisors's VNQI Position: Q2 2026 in Review

Uptown Financial Advisors reduced its Vanguard Global ex-US Real Estate ETF (VNQI) stake by 15% in Q2 2026, selling an estimated $55K and leaving 6,905 shares worth $310K. The position accounts for 0.2% of the portfolio, ranked #63.

Uptown Financial Advisors first reported a position in VNQI in Q4 2024 and has held it in 7 quarters since. The position peaked at $360K in Q1 2026. 100 funds tracked by Wall St. Rank hold VNQI as of Q2 2026.

  • Uptown Financial Advisors held 6,905 shares of Vanguard Global ex-US Real Estate ETF worth $310K as of Q2 2026.
  • Uptown Financial Advisors sold 1,194 Vanguard Global ex-US Real Estate ETF shares in Q2 2026, an estimated $55K.
  • Vanguard Global ex-US Real Estate ETF made up 0.2% of Uptown Financial Advisors's portfolio in Q2 2026, its #63 holding.
  • Uptown Financial Advisors first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
  • Uptown Financial Advisors's Vanguard Global ex-US Real Estate ETF position peaked at $360K in Q1 2026.
  • 100 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.