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Beacon Pointe Advisors’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Beacon Pointe Advisors’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 		$2.84M Buy
249,156
+614
+0.2% +$6.86K 0.01% 661
2026
Q1 		$2.57M Buy
248,542
+2,801
+1% +$30.1K 0.01% 657
2025
Q4 		$2.56M Buy
245,741
+165,707
+207% +$1.74M 0.02% 536
2025
Q3 		$852K Buy
+80,034
New +$843K 0.01% 815

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

Beacon Pointe Advisors's VGSR Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Vert Global Sustainable Real Estate ETF (VGSR) stake by 0.25% in Q2 2026, buying an estimated $6.86K and bringing the position to 249,156 shares worth $2.84M. The position accounts for 0.01% of the portfolio, ranked #661.

Beacon Pointe Advisors first reported a position in VGSR in Q3 2025 and has held it in 4 quarters since. 87 funds tracked by Wall St. Rank hold VGSR as of Q2 2026.

  • Beacon Pointe Advisors held 249,156 shares of Vert Global Sustainable Real Estate ETF worth $2.84M as of Q2 2026.
  • Beacon Pointe Advisors bought 614 Vert Global Sustainable Real Estate ETF shares in Q2 2026, an estimated $6.86K.
  • Vert Global Sustainable Real Estate ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #661 holding.
  • Beacon Pointe Advisors first reported a position in Vert Global Sustainable Real Estate ETF in Q3 2025 and has held it in 4 quarters since.
  • 87 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.