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Axxcess Wealth Management’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Axxcess Wealth Management’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 		$188K Buy
+16,477
New +$184K ﹤0.01% 1019
2026
Q1 		– Sell
-10,411
Closed -$108K – 978
2025
Q4 		$108K Buy
+10,411
New +$109K ﹤0.01% 1018

Other funds holding VGSR

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

Axxcess Wealth Management's VGSR Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Vert Global Sustainable Real Estate ETF (VGSR) in Q2 2026: 16,477 shares worth $188K. The stake represents ﹤0.01% of the portfolio and ranks #1019 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in VGSR as recently as Q4 2025.

Axxcess Wealth Management first reported a position in VGSR in Q4 2025 and has held it in 2 quarters since. 87 funds tracked by Wall St. Rank hold VGSR as of Q2 2026.

  • Axxcess Wealth Management held 16,477 shares of Vert Global Sustainable Real Estate ETF worth $188K as of Q2 2026.
  • Vert Global Sustainable Real Estate ETF was a new Axxcess Wealth Management position in Q2 2026.
  • Vert Global Sustainable Real Estate ETF made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #1019 holding.
  • Axxcess Wealth Management first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2025 and has held it in 2 quarters since.
  • 87 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.