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

Caprock Group’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	$129K	Buy	11,298 +92	+0.8%	+$1.03K	﹤0.01%	1198
2026 Q1	$116K	Buy	11,206 +102	+0.9%	+$1.1K	﹤0.01%	1075
2025 Q4	$115K	Buy	11,104 +195	+2%	+$2.04K	﹤0.01%	1149
2025 Q3	$117K	Buy	+10,909	New	+$115K	﹤0.01%	1095
2025 Q1	$110K	Buy	10,801 +67	+0.6%	+$686	﹤0.01%	1036
2024 Q4	$109K	Buy	10,734 +65	+0.6%	+$694	﹤0.01%	964
2024 Q3	$119K	Buy	10,669 +86	+0.8%	+$903	﹤0.01%	867
2024 Q2	$102K	Buy	+10,583	New	+$101K	﹤0.01%	828

Other funds holding VGSR

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

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

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

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 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

Caprock Group's VGSR Position: Q2 2026 in Review

Caprock Group increased its Vert Global Sustainable Real Estate ETF (VGSR) stake by 0.82% in Q2 2026, buying an estimated $1.03K and bringing the position to 11,298 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #1198.

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

Caprock Group held 11,298 shares of Vert Global Sustainable Real Estate ETF worth $129K as of Q2 2026.
Caprock Group bought 92 Vert Global Sustainable Real Estate ETF shares in Q2 2026, an estimated $1.03K.
Vert Global Sustainable Real Estate ETF made up ﹤0.01% of Caprock Group's portfolio in Q2 2026, its #1198 holding.
Caprock Group first reported a position in Vert Global Sustainable Real Estate ETF in Q2 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 Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.