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Zynergy Retirement Planning’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Zynergy Retirement Planning’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
2025
Q2 		– Sell
-2,960
Closed -$117K – 104
2025
Q1 		$117K Sell
2,960
-2,707
-48% -$109K 0.08% 32
2024
Q4 		$266K Hold
5,667
– – 0.19% 23
2024
Q3 		$266K Buy
5,667
+1,411
+33% +$61.4K 0.19% 23
2024
Q2 		$173K Buy
+4,256
New +$176K 0.13% 28

Other funds holding VNQI

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Envestnet Asset Management
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Zynergy Retirement Planning's VNQI Position: Q2 2025 in Review

Zynergy Retirement Planning sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q2 2025, closing a stake of 2,960 shares — an estimated $117K sold.

Zynergy Retirement Planning first reported a position in VNQI in Q2 2024 and held it in 4 quarters. The position peaked at $266K in Q4 2024. 348 funds tracked by Wall St. Rank hold VNQI as of Q2 2025.

  • Zynergy Retirement Planning reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • Zynergy Retirement Planning sold 2,960 Vanguard Global ex-US Real Estate ETF shares in Q2 2025, an estimated $117K.
  • Zynergy Retirement Planning first reported a position in Vanguard Global ex-US Real Estate ETF in Q2 2024 and held it in 4 quarters.
  • Zynergy Retirement Planning's Vanguard Global ex-US Real Estate ETF position peaked at $266K in Q4 2024.
  • 348 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2025.

Based on Zynergy Retirement Planning's 13F filing for Q2 2025, filed 4 Sep 2025.