Wealth Preservation Advisors’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Wealth Preservation 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 Q1	–	Sell	-10	Closed	-$458	–	1200
2025 Q4	$458	Hold	10	–	–	﹤0.01%	579
2025 Q3	$477	Hold	10	–	–	﹤0.01%	551
2025 Q2	$462	Hold	10	–	–	﹤0.01%	555
2025 Q1	$405	Buy	+10	New	+$402	﹤0.01%	538

Other funds holding VNQI

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Wealth Preservation Advisors's VNQI Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q1 2026, closing a stake of 10 shares — an estimated $458 sold.

Wealth Preservation Advisors first reported a position in VNQI in Q1 2025 and held it in 4 quarters. The position peaked at $477 in Q3 2025. 377 funds tracked by Wall St. Rank hold VNQI as of Q1 2026.

Wealth Preservation Advisors reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q1 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 10 Vanguard Global ex-US Real Estate ETF shares in Q1 2026, an estimated $458.
Wealth Preservation Advisors first reported a position in Vanguard Global ex-US Real Estate ETF in Q1 2025 and held it in 4 quarters.
Wealth Preservation Advisors's Vanguard Global ex-US Real Estate ETF position peaked at $477 in Q3 2025.
377 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.