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 Q3	$167K	Buy	15,723 +1,901	+14%	+$21.6K	0.01%	663
2026 Q2	$157K	Buy	13,822 +4,734	+52%	+$52.9K	0.01%	716
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

FPF

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

MWM

Meritas Wealth Management Larkspur, California $278M AUM 18.16% 1-Year Est. Return

AIC

Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return

LFA

Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return

PGFG

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

BCAM

Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

Advisornet Financial's VGSR Position: Q3 2026 in Review

Advisornet Financial increased its Vert Global Sustainable Real Estate ETF (VGSR) stake by 14% in Q3 2026, buying an estimated $21.6K and bringing the position to 15,723 shares worth $167K. The position accounts for 0.01% of the portfolio, ranked #663.

Advisornet Financial first reported a position in VGSR in Q4 2023 and has held it in 12 quarters since. 14 funds tracked by Wall St. Rank hold VGSR as of Q3 2026.

Advisornet Financial held 15,723 shares of Vert Global Sustainable Real Estate ETF worth $167K as of Q3 2026.
Advisornet Financial bought 1,901 Vert Global Sustainable Real Estate ETF shares in Q3 2026, an estimated $21.6K.
Vert Global Sustainable Real Estate ETF made up 0.01% of Advisornet Financial's portfolio in Q3 2026, its #663 holding.
Advisornet Financial first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2023 and has held it in 12 quarters since.
14 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q3 2026.

Based on Advisornet Financial's 13F filing for Q3 2026, filed 15 Oct 2026.