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

BetterWealth’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 Q3	$249K	Buy	23,400 +3,489	+18%	+$39.6K	0.04%	79
2026 Q2	$227K	Buy	19,911 +996	+5%	+$11.1K	0.04%	82
2026 Q1	$195K	Sell	18,915 -144	-0.8%	-$1.55K	0.04%	85
2025 Q4	$198K	Buy	19,059 +946	+5%	+$9.9K	0.05%	70
2025 Q3	$193K	Buy	18,113 +1,204	+7%	+$12.7K	0.05%	69
2025 Q2	$177K	Hold	16,909	–	–	0.05%	63
2025 Q1	$171K	Sell	16,909 -8,511	-33%	-$87.1K	0.05%	61
2024 Q4	$257K	Buy	25,420 +167	+0.7%	+$1.78K	0.07%	57
2024 Q3	$281K	Sell	25,253 -256	-1%	-$2.69K	0.08%	49
2024 Q2	$247K	Buy	25,509 +170	+0.7%	+$1.62K	0.08%	51
2024 Q1	$248K	Buy	+25,339	New	+$245K	0.08%	55

Other funds holding VGSR

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

MWM

Meritas Wealth Management Larkspur, California $278M AUM 18.16% 1-Year Est. Return

AIC

Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return

LFA

Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

BetterWealth's VGSR Position: Q3 2026 in Review

BetterWealth increased its Vert Global Sustainable Real Estate ETF (VGSR) stake by 18% in Q3 2026, buying an estimated $39.6K and bringing the position to 23,400 shares worth $249K. The position accounts for 0.04% of the portfolio, ranked #79.

BetterWealth first reported a position in VGSR in Q1 2024 and has held it in 11 quarters since. The position peaked at $281K in Q3 2024. 18 funds tracked by Wall St. Rank hold VGSR as of Q3 2026.

BetterWealth held 23,400 shares of Vert Global Sustainable Real Estate ETF worth $249K as of Q3 2026.
BetterWealth bought 3,489 Vert Global Sustainable Real Estate ETF shares in Q3 2026, an estimated $39.6K.
Vert Global Sustainable Real Estate ETF made up 0.04% of BetterWealth's portfolio in Q3 2026, its #79 holding.
BetterWealth first reported a position in Vert Global Sustainable Real Estate ETF in Q1 2024 and has held it in 11 quarters since.
BetterWealth's Vert Global Sustainable Real Estate ETF position peaked at $281K in Q3 2024.
18 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q3 2026.

Based on BetterWealth's 13F filing for Q3 2026, filed 15 Oct 2026.