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

Wipfli 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
2022 Q3	$24K	Buy	+624	New	+$27.1K	﹤0.01%	1503

Other funds holding VNQI

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wipfli Financial Advisors's VNQI Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Vanguard Global ex-US Real Estate ETF (VNQI) in Q3 2022: 624 shares worth $24K. The stake represents ﹤0.01% of the portfolio and ranks #1503 among its holdings.

337 funds tracked by Wall St. Rank hold VNQI as of Q3 2022.

Wipfli Financial Advisors held 624 shares of Vanguard Global ex-US Real Estate ETF worth $24K as of Q3 2022.
Vanguard Global ex-US Real Estate ETF was a new Wipfli Financial Advisors position in Q3 2022.
Vanguard Global ex-US Real Estate ETF made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1503 holding.
337 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.