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American Capital Advisory’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

American Capital Advisory’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 		$88.9K Hold
7,806
– – 0.03% 168
2026
Q1 		$80.6K Buy
+7,806
New +$84K 0.03% 166

Other funds holding VGSR

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 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
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
NBWM
North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MWM
Meritas Wealth Management Larkspur, California $256M AUM 24.19% 1-Year Est. Return

American Capital Advisory's VGSR Position: Q2 2026 in Review

American Capital Advisory held its Vert Global Sustainable Real Estate ETF (VGSR) position steady in Q2 2026 at 7,806 shares worth $88.9K. The position accounts for 0.03% of the portfolio, ranked #168.

American Capital Advisory first reported a position in VGSR in Q1 2026 and has held it in 2 quarters since. 35 funds tracked by Wall St. Rank hold VGSR as of Q2 2026.

  • American Capital Advisory held 7,806 shares of Vert Global Sustainable Real Estate ETF worth $88.9K as of Q2 2026.
  • American Capital Advisory left its Vert Global Sustainable Real Estate ETF share count unchanged in Q2 2026.
  • Vert Global Sustainable Real Estate ETF made up 0.03% of American Capital Advisory's portfolio in Q2 2026, its #168 holding.
  • American Capital Advisory first reported a position in Vert Global Sustainable Real Estate ETF in Q1 2026 and has held it in 2 quarters since.
  • 35 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.