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 Q2	$1.35M	Buy	118,698 +4,832	+4%	+$54K	﹤0.01%	307
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 $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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

Betterment LLC's VGSR Position: Q2 2026 in Review

Betterment LLC increased its Vert Global Sustainable Real Estate ETF (VGSR) stake by 4.2% in Q2 2026, buying an estimated $54K and bringing the position to 118,698 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #307.

Betterment LLC first reported a position in VGSR in Q3 2024 and has held it in 8 quarters since. 87 funds tracked by Wall St. Rank hold VGSR as of Q2 2026.

Betterment LLC held 118,698 shares of Vert Global Sustainable Real Estate ETF worth $1.35M as of Q2 2026.
Betterment LLC bought 4,832 Vert Global Sustainable Real Estate ETF shares in Q2 2026, an estimated $54K.
Vert Global Sustainable Real Estate ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #307 holding.
Betterment LLC first reported a position in Vert Global Sustainable Real Estate ETF in Q3 2024 and has held it in 8 quarters since.
87 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.