Advisornet Financial’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Advisornet Financial’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	$93.9K	Sell	9,088 -6,121	-40%	-$65.9K	﹤0.01%	844
2025 Q4	$158K	Buy	15,209 +1,494	+11%	+$15.7K	0.01%	667
2025 Q3	$146K	Buy	13,715 +138	+1%	+$1.45K	0.01%	677
2025 Q2	$142K	Buy	13,577 +121	+0.9%	+$1.23K	0.01%	658
2025 Q1	$136K	Buy	13,456 +555	+4%	+$5.68K	0.01%	639
2024 Q4	$131K	Buy	12,901 +87	+0.7%	+$929	0.01%	604
2024 Q3	$142K	Buy	12,814 +102	+0.8%	+$1.07K	0.01%	603
2024 Q2	$123K	Buy	12,712 +212	+2%	+$2.02K	0.01%	582
2024 Q1	$123K	Buy	12,500 +22	+0.2%	+$213	0.01%	582
2023 Q4	$124K	Buy	+12,478	New	+$123K	0.01%	584

Other funds holding VGSR

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

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

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Advisornet Financial's VGSR Position: Q1 2026 in Review

Advisornet Financial reduced its Vert Global Sustainable Real Estate ETF (VGSR) stake by 40% in Q1 2026, selling an estimated $65.9K and leaving 9,088 shares worth $93.9K. The position accounts for ﹤0.01% of the portfolio, ranked #844.

Advisornet Financial first reported a position in VGSR in Q4 2023 and has held it in 10 quarters since. The position peaked at $158K in Q4 2025. 89 funds tracked by Wall St. Rank hold VGSR as of Q1 2026.

Advisornet Financial held 9,088 shares of Vert Global Sustainable Real Estate ETF worth $93.9K as of Q1 2026.
Advisornet Financial sold 6,121 Vert Global Sustainable Real Estate ETF shares in Q1 2026, an estimated $65.9K.
Vert Global Sustainable Real Estate ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #844 holding.
Advisornet Financial first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
Advisornet Financial's Vert Global Sustainable Real Estate ETF position peaked at $158K in Q4 2025.
89 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.