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VSM Wealth Advisory’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

VSM Wealth Advisory’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 		$889 Hold
20
– – ﹤0.01% 462
2025
Q4 		$917 Hold
20
– – ﹤0.01% 422
2025
Q3 		$955 Hold
20
– – ﹤0.01% 415
2025
Q2 		$923 Hold
20
– – ﹤0.01% 480
2025
Q1 		$809 Sell
20
-565
-97% -$22.7K ﹤0.01% 470
2024
Q4 		$23.1K Buy
+585
New +$25.3K 0.01% 261

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 $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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

VSM Wealth Advisory's VNQI Position: Q1 2026 in Review

VSM Wealth Advisory held its Vanguard Global ex-US Real Estate ETF (VNQI) position steady in Q1 2026 at 20 shares worth $889. The position accounts for ﹤0.01% of the portfolio, ranked #462.

VSM Wealth Advisory first reported a position in VNQI in Q4 2024 and has held it in 6 quarters since. The position peaked at $23.1K in Q4 2024. 372 funds tracked by Wall St. Rank hold VNQI as of Q1 2026.

  • VSM Wealth Advisory held 20 shares of Vanguard Global ex-US Real Estate ETF worth $889 as of Q1 2026.
  • VSM Wealth Advisory left its Vanguard Global ex-US Real Estate ETF share count unchanged in Q1 2026.
  • Vanguard Global ex-US Real Estate ETF made up ﹤0.01% of VSM Wealth Advisory's portfolio in Q1 2026, its #462 holding.
  • VSM Wealth Advisory first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2024 and has held it in 6 quarters since.
  • VSM Wealth Advisory's Vanguard Global ex-US Real Estate ETF position peaked at $23.1K in Q4 2024.
  • 372 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q1 2026.

Based on VSM Wealth Advisory's 13F filing for Q1 2026, filed 6 May 2026.