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VGSR icon

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

Apella Capital’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 		$407K Hold
35,446
– – 0.01% 515
2026
Q1 		$401K Buy
35,446
+883
+3% +$9.5K 0.01% 497
2025
Q4 		$359K Buy
34,563
+3,826
+12% +$40.1K 0.01% 411
2025
Q3 		$326K Buy
30,737
+5,747
+23% +$60.5K 0.01% 383
2025
Q2 		$261K Buy
24,990
+5,744
+30% +$58.6K 0.01% 374
2025
Q1 		$180K Buy
19,246
+7,844
+69% +$80.3K 0.01% 378
2024
Q4 		$115K Sell
11,402
-3,353
-23% -$35.8K ﹤0.01% 340
2024
Q3 		$162K Buy
+14,755
New +$155K 0.01% 316
2024
Q1 		– Sell
-18,296
Closed -$178K – 303
2023
Q4 		$178K Buy
+18,296
New +$181K 0.01% 285

Other funds holding VGSR

CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
PHIC
Pine Haven Investment Counsel Fairhaven, Massachusetts $149M AUM 23.2% 1-Year Est. Return
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

Apella Capital's VGSR Position: Q2 2026 in Review

Apella Capital held its Vert Global Sustainable Real Estate ETF (VGSR) position steady in Q2 2026 at 35,446 shares worth $407K. The position accounts for 0.01% of the portfolio, ranked #515.

Apella Capital first reported a position in VGSR in Q4 2023 and has held it in 9 quarters since. 9 funds tracked by Wall St. Rank hold VGSR as of Q2 2026.

  • Apella Capital held 35,446 shares of Vert Global Sustainable Real Estate ETF worth $407K as of Q2 2026.
  • Apella Capital left its Vert Global Sustainable Real Estate ETF share count unchanged in Q2 2026.
  • Vert Global Sustainable Real Estate ETF made up 0.01% of Apella Capital's portfolio in Q2 2026, its #515 holding.
  • Apella Capital first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2023 and has held it in 9 quarters since.
  • 9 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.