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Allodium Investment Consultants’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Allodium Investment Consultants’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
Q2 		$2.93M Buy
257,545
+14,695
+6% +$164K 1.25% 22
2026
Q1 		$2.51M Buy
242,850
+28,096
+13% +$302K 1.2% 23
2025
Q4 		$2.23M Buy
214,754
+9,629
+5% +$101K 1.13% 23
2025
Q3 		$2.18M Buy
205,125
+24,335
+13% +$256K 1.23% 21
2025
Q2 		$1.89M Buy
180,790
+450
+0.2% +$4.59K 1.2% 21
2025
Q1 		$1.83M Buy
180,340
+9,245
+5% +$94.7K 1.35% 20
2024
Q4 		$1.73M Buy
+171,095
New +$1.83M 1.45% 19

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 $5.38B AUM 27.31% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Allodium Investment Consultants's VGSR Position: Q2 2026 in Review

Allodium Investment Consultants increased its Vert Global Sustainable Real Estate ETF (VGSR) stake by 6.1% in Q2 2026, buying an estimated $164K and bringing the position to 257,545 shares worth $2.93M. The position accounts for 1.25% of the portfolio, ranked #22.

Allodium Investment Consultants first reported a position in VGSR in Q4 2024 and has held it in 7 quarters since. 66 funds tracked by Wall St. Rank hold VGSR as of Q2 2026.

  • Allodium Investment Consultants held 257,545 shares of Vert Global Sustainable Real Estate ETF worth $2.93M as of Q2 2026.
  • Allodium Investment Consultants bought 14,695 Vert Global Sustainable Real Estate ETF shares in Q2 2026, an estimated $164K.
  • Vert Global Sustainable Real Estate ETF made up 1.25% of Allodium Investment Consultants's portfolio in Q2 2026, its #22 holding.
  • Allodium Investment Consultants first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
  • 66 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q2 2026.

Based on Allodium Investment Consultants's 13F filing for Q2 2026, filed 14 Jul 2026.