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

Brighton Jones 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	$38M	Buy	3,674,039 +95,642	+3%	+$1.03M	0.84%	18
2025 Q4	$37.2M	Buy	3,578,397 +132,496	+4%	+$1.39M	1.37%	16
2025 Q3	$36.7M	Buy	3,445,901 +171,753	+5%	+$1.81M	0.88%	18
2025 Q2	$34.2M	Buy	3,274,148 +36,382	+1%	+$371K	0.93%	17
2025 Q1	$32.8M	Buy	3,237,766 +62,086	+2%	+$636K	1.05%	14
2024 Q4	$32.1M	Buy	3,175,680 +216,935	+7%	+$2.32M	0.93%	15
2024 Q3	$32.9M	Sell	2,958,745 -19,475	-0.7%	-$204K	1.24%	12
2024 Q2	$28.8M	Buy	2,978,220 +185,155	+7%	+$1.76M	0.95%	15
2024 Q1	$27.4M	Buy	2,793,065 +98,802	+4%	+$955K	0.99%	13
2023 Q4	$26.8M	Buy	+2,694,263	New	+$26.6M	1.13%	11

Other funds holding VGSR

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Brighton Jones LLC's VGSR Position: Q1 2026 in Review

Brighton Jones LLC increased its Vert Global Sustainable Real Estate ETF (VGSR) stake by 2.7% in Q1 2026, buying an estimated $1.03M and bringing the position to 3,674,039 shares worth $38M. The position accounts for 0.84% of the portfolio, ranked #18.

Brighton Jones LLC first reported a position in VGSR in Q4 2023 and has held it in 10 quarters since. 89 funds tracked by Wall St. Rank hold VGSR as of Q1 2026.

Brighton Jones LLC held 3,674,039 shares of Vert Global Sustainable Real Estate ETF worth $38M as of Q1 2026.
Brighton Jones LLC bought 95,642 Vert Global Sustainable Real Estate ETF shares in Q1 2026, an estimated $1.03M.
Vert Global Sustainable Real Estate ETF made up 0.84% of Brighton Jones LLC's portfolio in Q1 2026, its #18 holding.
Brighton Jones LLC first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
89 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.