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 Q3	$581K	Buy	55,326 +19,880	+56%	+$226K	0.01%	478
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

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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

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

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

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

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

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

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Apella Capital's VGSR Position: Q3 2026 in Review

Apella Capital increased its Vert Global Sustainable Real Estate ETF (VGSR) stake by 56% in Q3 2026, buying an estimated $226K and bringing the position to 55,326 shares worth $581K. The position accounts for 0.01% of the portfolio, ranked #478.

Apella Capital first reported a position in VGSR in Q4 2023 and has held it in 10 quarters since. 28 funds tracked by Wall St. Rank hold VGSR as of Q3 2026.

Apella Capital held 55,326 shares of Vert Global Sustainable Real Estate ETF worth $581K as of Q3 2026.
Apella Capital bought 19,880 Vert Global Sustainable Real Estate ETF shares in Q3 2026, an estimated $226K.
Vert Global Sustainable Real Estate ETF made up 0.01% of Apella Capital's portfolio in Q3 2026, its #478 holding.
Apella Capital first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
28 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.