WFA
VNQI icon

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

Websterrogers 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 		$1.62M Buy
36,107
+2,519
+7% +$116K 0.41% 37
2026
Q1 		$1.49M Buy
33,588
+2,030
+6% +$96.7K 0.43% 36
2025
Q4 		$1.45M Buy
31,558
+783
+3% +$37K 0.42% 38
2025
Q3 		$1.47M Buy
30,775
+1,149
+4% +$53.8K 0.44% 37
2025
Q2 		$1.37M Buy
29,626
+439
+2% +$19K 0.43% 35
2025
Q1 		$1.18M Buy
29,187
+1,707
+6% +$68.6K 0.4% 38
2024
Q4 		$1.09M Buy
27,480
+416
+2% +$18K 0.38% 37
2024
Q3 		$1.27M Buy
27,064
+638
+2% +$27.8K 0.44% 35
2024
Q2 		$1.07M Buy
26,426
+536
+2% +$22.2K 0.38% 37
2024
Q1 		$1.09M Buy
25,890
+13,321
+106% +$544K 0.39% 40
2023
Q4 		$535K Buy
12,569
+1,718
+16% +$68.5K 0.22% 44
2023
Q3 		$422K Buy
10,851
+2,421
+29% +$98.2K 0.19% 51
2023
Q2 		$339K Buy
+8,430
New +$345K 0.15% 51
2022
Q1 		– Sell
-52,170
Closed -$2.81M – 85
2021
Q4 		$2.81M Sell
52,170
-2,737
-5% -$154K 0.64% 25
2021
Q3 		$3.09M Hold
54,907
– – 0.72% 23
2021
Q2 		$3.18M Buy
54,907
+400
+0.7% +$23.3K 0.76% 22
2021
Q1 		$3.04M Hold
54,507
– – 0.82% 19
2020
Q4 		$2.96M Buy
+54,507
New +$2.81M 0.87% 18

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

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

Websterrogers Financial Advisors increased its Vanguard Global ex-US Real Estate ETF (VNQI) stake by 7.5% in Q2 2026, buying an estimated $116K and bringing the position to 36,107 shares worth $1.62M. The position accounts for 0.41% of the portfolio, ranked #37.

Websterrogers Financial Advisors first reported a position in VNQI in Q4 2020 and has held it in 18 quarters since. The position peaked at $3.18M in Q2 2021. 366 funds tracked by Wall St. Rank hold VNQI as of Q2 2026.

  • Websterrogers Financial Advisors held 36,107 shares of Vanguard Global ex-US Real Estate ETF worth $1.62M as of Q2 2026.
  • Websterrogers Financial Advisors bought 2,519 Vanguard Global ex-US Real Estate ETF shares in Q2 2026, an estimated $116K.
  • Vanguard Global ex-US Real Estate ETF made up 0.41% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #37 holding.
  • Websterrogers Financial Advisors first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2020 and has held it in 18 quarters since.
  • Websterrogers Financial Advisors's Vanguard Global ex-US Real Estate ETF position peaked at $3.18M in Q2 2021.
  • 366 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.