Aspect Partners
VGSR icon

Aspect Partners’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Aspect Partners’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 		$72.2K Hold
6,794
– – 0.03% 125
2026
Q2 		$77.4K Hold
6,794
– – 0.03% 122
2026
Q1 		$70.2K Hold
6,794
– – 0.03% 125
2025
Q4 		$70.7K Hold
6,794
– – 0.03% 123
2025
Q3 		$72.4K Hold
6,794
– – 0.03% 129
2025
Q2 		$71.1K Hold
6,794
– – 0.04% 130
2025
Q1 		$68.9K Hold
6,794
– – 0.04% 115
2024
Q4 		$68.8K Hold
6,794
– – 0.04% 117
2024
Q3 		$75.5K Buy
+6,794
New +$71.3K 0.04% 102

Other funds holding VGSR

First Pacific Financial
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Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Colorado Capital Management
Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Meritas Wealth Management
Meritas Wealth Management Larkspur, California $278M AUM 18.16% 1-Year Est. Return
Allodium Investment Consultants
Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Level Financial Advisors
Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return
Pine Grove Financial Group
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

Aspect Partners's VGSR Position: Q3 2026 in Review

Aspect Partners held its Vert Global Sustainable Real Estate ETF (VGSR) position steady in Q3 2026 at 6,794 shares worth $72.2K. The position accounts for 0.03% of the portfolio, ranked #125.

Aspect Partners first reported a position in VGSR in Q3 2024 and has held it in 9 quarters since. The position peaked at $77.4K in Q2 2026. 23 funds tracked by Wall St. Rank hold VGSR as of Q3 2026.

  • Aspect Partners held 6,794 shares of Vert Global Sustainable Real Estate ETF worth $72.2K as of Q3 2026.
  • Aspect Partners left its Vert Global Sustainable Real Estate ETF share count unchanged in Q3 2026.
  • Vert Global Sustainable Real Estate ETF made up 0.03% of Aspect Partners's portfolio in Q3 2026, its #125 holding.
  • Aspect Partners first reported a position in Vert Global Sustainable Real Estate ETF in Q3 2024 and has held it in 9 quarters since.
  • Aspect Partners's Vert Global Sustainable Real Estate ETF position peaked at $77.4K in Q2 2026.
  • 23 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.