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Abacus Wealth Partners’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Abacus Wealth Partners’s Portfolio VGSR Stock Details VGSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$131M Buy
12,658,314
+246,027
+2% +$2.65M 11.94% 2
2025
Q4 		$129M Buy
12,412,287
+171,537
+1% +$1.8M 12.67% 1
2025
Q3 		$130M Sell
12,240,750
-172,313
-1% -$1.82M 18.75% 1
2025
Q2 		$130M Sell
12,413,063
-3,202,426
-21% -$32.7M 19.81% 1
2025
Q1 		$158M Buy
15,615,489
+120,148
+0.8% +$1.23M 23.81% 1
2024
Q4 		$157M Buy
15,495,341
+999,893
+7% +$10.7M 23.42% 1
2024
Q3 		$161M Sell
14,495,448
-196,642
-1% -$2.06M 24.14% 1
2024
Q2 		$142M Buy
14,692,090
+374,501
+3% +$3.56M 23.55% 1
2024
Q1 		$140M Buy
14,317,589
+602,948
+4% +$5.83M 23.55% 1
2023
Q4 		$137M Buy
+13,714,641
New +$135M 23.06% 1

Other funds holding VGSR

BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $777M AUM 13.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
NI
Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Abacus Wealth Partners's VGSR Position: Q1 2026 in Review

Abacus Wealth Partners increased its Vert Global Sustainable Real Estate ETF (VGSR) stake by 2% in Q1 2026, buying an estimated $2.65M and bringing the position to 12,658,314 shares worth $131M. The position accounts for 11.94% of the portfolio, ranked #2.

Abacus Wealth Partners first reported a position in VGSR in Q4 2023 and has held it in 10 quarters since. The position peaked at $161M in Q3 2024. 89 funds tracked by Wall St. Rank hold VGSR as of Q1 2026.

  • Abacus Wealth Partners held 12,658,314 shares of Vert Global Sustainable Real Estate ETF worth $131M as of Q1 2026.
  • Abacus Wealth Partners bought 246,027 Vert Global Sustainable Real Estate ETF shares in Q1 2026, an estimated $2.65M.
  • Vert Global Sustainable Real Estate ETF made up 11.94% of Abacus Wealth Partners's portfolio in Q1 2026, its #2 holding.
  • Abacus Wealth Partners first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
  • Abacus Wealth Partners's Vert Global Sustainable Real Estate ETF position peaked at $161M in Q3 2024.
  • 89 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q1 2026.

Based on Abacus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.