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Yoffe Investment Management’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Yoffe Investment Management’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 		$600K Hold
13,372
– – 0.69% 54
2026
Q1 		$594K Hold
13,372
– – 0.76% 51
2025
Q4 		$613K Buy
13,372
+62
+0.5% +$2.93K 0.78% 46
2025
Q3 		$635K Hold
13,310
– – 0.83% 40
2025
Q2 		$614K Hold
13,310
– – 0.84% 39
2025
Q1 		$539K Hold
13,310
– – 0.79% 45
2024
Q4 		$527K Buy
+13,310
New +$576K 0.78% 44

Other funds holding VNQI

MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
MSA
Marathon Strategic Advisors Pittsburgh, Pennsylvania $177M AUM 66.85% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
ULWM
Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return
GCA
Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return

Yoffe Investment Management's VNQI Position: Q2 2026 in Review

Yoffe Investment Management held its Vanguard Global ex-US Real Estate ETF (VNQI) position steady in Q2 2026 at 13,372 shares worth $600K. The position accounts for 0.69% of the portfolio, ranked #54.

Yoffe Investment Management first reported a position in VNQI in Q4 2024 and has held it in 7 quarters since. The position peaked at $635K in Q3 2025. 55 funds tracked by Wall St. Rank hold VNQI as of Q2 2026.

  • Yoffe Investment Management held 13,372 shares of Vanguard Global ex-US Real Estate ETF worth $600K as of Q2 2026.
  • Yoffe Investment Management left its Vanguard Global ex-US Real Estate ETF share count unchanged in Q2 2026.
  • Vanguard Global ex-US Real Estate ETF made up 0.69% of Yoffe Investment Management's portfolio in Q2 2026, its #54 holding.
  • Yoffe Investment Management first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
  • Yoffe Investment Management's Vanguard Global ex-US Real Estate ETF position peaked at $635K in Q3 2025.
  • 55 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2026.

Based on Yoffe Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.