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 Q3	$42.7M	Buy	4,016,346 +148,653	+4%	+$1.69M	0.75%	19
2026 Q2	$44M	Buy	3,867,693 +193,654	+5%	+$2.16M	0.82%	19
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

Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return

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

Natural Investments Windsor, California $471M AUM 21.91% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

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

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

North Berkeley Wealth Management Berkeley, California $258M AUM 15.55% 1-Year Est. Return

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

Brighton Jones LLC's VGSR Position: Q3 2026 in Review

Brighton Jones LLC increased its Vert Global Sustainable Real Estate ETF (VGSR) stake by 3.8% in Q3 2026, buying an estimated $1.69M and bringing the position to 4,016,346 shares worth $42.7M. The position accounts for 0.75% of the portfolio, ranked #19.

Brighton Jones LLC first reported a position in VGSR in Q4 2023 and has held it in 12 quarters since. The position peaked at $44M in Q2 2026. 52 funds tracked by Wall St. Rank hold VGSR as of Q3 2026.

Brighton Jones LLC held 4,016,346 shares of Vert Global Sustainable Real Estate ETF worth $42.7M as of Q3 2026.
Brighton Jones LLC bought 148,653 Vert Global Sustainable Real Estate ETF shares in Q3 2026, an estimated $1.69M.
Vert Global Sustainable Real Estate ETF made up 0.75% of Brighton Jones LLC's portfolio in Q3 2026, its #19 holding.
Brighton Jones LLC first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2023 and has held it in 12 quarters since.
Brighton Jones LLC's Vert Global Sustainable Real Estate ETF position peaked at $44M in Q2 2026.
52 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q3 2026.

Based on Brighton Jones LLC's 13F filing for Q3 2026, filed 3 Nov 2026.