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

Walkner Condon 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 		$2.7M Buy
60,243
+6,450
+12% +$297K 0.31% 66
2026
Q1 		$2.39M Buy
53,793
+392
+0.7% +$18.7K 0.32% 70
2025
Q4 		$2.45M Buy
53,401
+559
+1% +$26.4K 0.34% 66
2025
Q3 		$2.52M Buy
52,842
+167
+0.3% +$7.82K 0.4% 60
2025
Q2 		$2.43M Sell
52,675
-451
-0.8% -$19.5K 0.45% 54
2025
Q1 		$2.15M Sell
53,126
-287
-0.5% -$11.5K 0.43% 59
2024
Q4 		$2.11M Sell
53,413
-364
-0.7% -$15.8K 0.43% 57
2024
Q3 		$2.52M Sell
53,777
-927
-2% -$40.4K 0.51% 50
2024
Q2 		$2.22M Sell
54,704
-173
-0.3% -$7.15K 0.48% 53
2024
Q1 		$2.31M Buy
54,877
+332
+0.6% +$13.6K 0.49% 55
2023
Q4 		$2.32M Sell
54,545
-3,720
-6% -$148K 0.53% 52
2023
Q3 		$2.27M Buy
58,265
+2,557
+5% +$104K 0.6% 45
2023
Q2 		$2.24M Sell
55,708
-1,262
-2% -$51.7K 0.59% 42
2023
Q1 		$2.31M Sell
56,970
-1,007
-2% -$42.6K 0.65% 39
2022
Q4 		$2.4M Buy
57,977
+3,611
+7% +$144K 0.72% 35
2022
Q3 		$2.07M Buy
54,366
+2,954
+6% +$128K 0.67% 36
2022
Q2 		$2.28M Buy
51,412
+3,075
+6% +$147K 0.71% 33
2022
Q1 		$2.51M Sell
48,337
-12,179
-20% -$634K 0.71% 34
2021
Q4 		$3.27M Buy
60,516
+2,096
+4% +$118K 2.12% 12
2021
Q3 		$3.29M Buy
58,420
+3,334
+6% +$196K 1.62% 19
2021
Q2 		$3.21M Buy
55,086
+10,444
+23% +$608K 1.18% 24
2021
Q1 		$2.49M Buy
44,642
+3,381
+8% +$185K 0.97% 28
2020
Q4 		$2.24M Sell
41,261
-309
-0.7% -$15.9K 0.97% 26
2020
Q3 		$2.02M Buy
+41,570
New +$2.02M 1.08% 23

Other funds holding VNQI

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Walkner Condon Financial Advisors's VNQI Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its Vanguard Global ex-US Real Estate ETF (VNQI) stake by 12% in Q2 2026, buying an estimated $297K and bringing the position to 60,243 shares worth $2.7M. The position accounts for 0.31% of the portfolio, ranked #66.

Walkner Condon Financial Advisors first reported a position in VNQI in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.29M in Q3 2021. 365 funds tracked by Wall St. Rank hold VNQI as of Q2 2026.

  • Walkner Condon Financial Advisors held 60,243 shares of Vanguard Global ex-US Real Estate ETF worth $2.7M as of Q2 2026.
  • Walkner Condon Financial Advisors bought 6,450 Vanguard Global ex-US Real Estate ETF shares in Q2 2026, an estimated $297K.
  • Vanguard Global ex-US Real Estate ETF made up 0.31% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #66 holding.
  • Walkner Condon Financial Advisors first reported a position in Vanguard Global ex-US Real Estate ETF in Q3 2020 and has held it in 24 quarters since.
  • Walkner Condon Financial Advisors's Vanguard Global ex-US Real Estate ETF position peaked at $3.29M in Q3 2021.
  • 365 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.