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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
Q2 		$77.3K 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

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
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
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

Aspect Partners's VGSR Position: Q2 2026 in Review

Aspect Partners held its Vert Global Sustainable Real Estate ETF (VGSR) position steady in Q2 2026 at 6,794 shares worth $77.3K. The position accounts for 0.03% of the portfolio, ranked #122.

Aspect Partners first reported a position in VGSR in Q3 2024 and has held it in 8 quarters since. 27 funds tracked by Wall St. Rank hold VGSR as of Q2 2026.

  • Aspect Partners held 6,794 shares of Vert Global Sustainable Real Estate ETF worth $77.3K as of Q2 2026.
  • Aspect Partners 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 Aspect Partners's portfolio in Q2 2026, its #122 holding.
  • Aspect Partners first reported a position in Vert Global Sustainable Real Estate ETF in Q3 2024 and has held it in 8 quarters since.
  • 27 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.