Betterment LLC
VGSR icon

Betterment LLC’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Betterment LLC’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 		$1.18M Buy
113,866
+141
+0.1% +$1.52K ﹤0.01% 303
2025
Q4 		$1.18M Buy
113,725
+4,800
+4% +$50.3K ﹤0.01% 287
2025
Q3 		$1.16M Buy
108,925
+35,919
+49% +$378K ﹤0.01% 280
2025
Q2 		$764K Sell
73,006
-15,682
-18% -$160K ﹤0.01% 300
2025
Q1 		$899K Sell
88,688
-1,263
-1% -$12.9K ﹤0.01% 267
2024
Q4 		$910K Buy
89,951
+25,153
+39% +$269K ﹤0.01% 262
2024
Q3 		$720K Buy
+64,798
New +$680K ﹤0.01% 268

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

Betterment LLC's VGSR Position: Q1 2026 in Review

Betterment LLC increased its Vert Global Sustainable Real Estate ETF (VGSR) stake by 0.12% in Q1 2026, buying an estimated $1.52K and bringing the position to 113,866 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #303.

Betterment LLC first reported a position in VGSR in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.18M in Q4 2025. 89 funds tracked by Wall St. Rank hold VGSR as of Q1 2026.

  • Betterment LLC held 113,866 shares of Vert Global Sustainable Real Estate ETF worth $1.18M as of Q1 2026.
  • Betterment LLC bought 141 Vert Global Sustainable Real Estate ETF shares in Q1 2026, an estimated $1.52K.
  • Vert Global Sustainable Real Estate ETF made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #303 holding.
  • Betterment LLC first reported a position in Vert Global Sustainable Real Estate ETF in Q3 2024 and has held it in 7 quarters since.
  • Betterment LLC's Vert Global Sustainable Real Estate ETF position peaked at $1.18M in Q4 2025.
  • 89 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.