VPIM
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Vanguard Personalized Indexing Management’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Vanguard Personalized Indexing 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
2023
Q3 		– Sell
-6,535
Closed -$263K – 1551
2023
Q2 		$263K Sell
6,535
-23
-0.4% -$941 0.01% 1204
2023
Q1 		$266K Buy
+6,558
New +$277K 0.01% 1176

Other funds holding VNQI

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $7.18B AUM 21.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Vanguard Personalized Indexing Management's VNQI Position: Q3 2023 in Review

Vanguard Personalized Indexing Management sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q3 2023, closing a stake of 6,535 shares — an estimated $263K sold.

Vanguard Personalized Indexing Management first reported a position in VNQI in Q1 2023 and held it in 2 quarters. The position peaked at $266K in Q1 2023. 328 funds tracked by Wall St. Rank hold VNQI as of Q3 2023.

  • Vanguard Personalized Indexing Management reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q3 2023 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 6,535 Vanguard Global ex-US Real Estate ETF shares in Q3 2023, an estimated $263K.
  • Vanguard Personalized Indexing Management first reported a position in Vanguard Global ex-US Real Estate ETF in Q1 2023 and held it in 2 quarters.
  • Vanguard Personalized Indexing Management's Vanguard Global ex-US Real Estate ETF position peaked at $266K in Q1 2023.
  • 328 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q3 2023.

Based on Vanguard Personalized Indexing Management's 13F filing for Q3 2023, filed 8 Nov 2023.