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 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%	+$9.92K	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

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

BetterWealth's VGSR Position: Q2 2026 in Review

BetterWealth increased its Vert Global Sustainable Real Estate ETF (VGSR) stake by 5.3% in Q2 2026, buying an estimated $11.1K and bringing the position to 19,911 shares worth $227K. The position accounts for 0.04% of the portfolio, ranked #82.

BetterWealth first reported a position in VGSR in Q1 2024 and has held it in 10 quarters since. The position peaked at $281K in Q3 2024. 87 funds tracked by Wall St. Rank hold VGSR as of Q2 2026.

BetterWealth held 19,911 shares of Vert Global Sustainable Real Estate ETF worth $227K as of Q2 2026.
BetterWealth bought 996 Vert Global Sustainable Real Estate ETF shares in Q2 2026, an estimated $11.1K.
Vert Global Sustainable Real Estate ETF made up 0.04% of BetterWealth's portfolio in Q2 2026, its #82 holding.
BetterWealth first reported a position in Vert Global Sustainable Real Estate ETF in Q1 2024 and has held it in 10 quarters since.
BetterWealth's Vert Global Sustainable Real Estate ETF position peaked at $281K in Q3 2024.
87 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q2 2026.

Based on BetterWealth's 13F filing for Q2 2026, filed 22 Jul 2026.