AWM
VGSR icon

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
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 $1.1B AUM 14.74% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $777M AUM 13.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
NI
Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Axxcess Wealth Management's VGSR Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Vert Global Sustainable Real Estate ETF (VGSR) in Q1 2026, closing a stake of 10,411 shares — an estimated $108K sold.

Axxcess Wealth Management first reported a position in VGSR in Q4 2025 and held it in 1 quarter. The position peaked at $108K in Q4 2025. 89 funds tracked by Wall St. Rank hold VGSR as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Vert Global Sustainable Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 10,411 Vert Global Sustainable Real Estate ETF shares in Q1 2026, an estimated $108K.
  • Axxcess Wealth Management first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2025 and held it in 1 quarter.
  • Axxcess Wealth Management's Vert Global Sustainable Real Estate ETF position peaked at $108K in Q4 2025.
  • 89 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.