Cetera Investment Advisers
VGSR icon

Cetera Investment Advisers’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Cetera Investment Advisers’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 		$371K Buy
32,592
+13,126
+67% +$147K ﹤0.01% 3972
2026
Q1 		$201K Buy
19,466
+43
+0.2% +$463 ﹤0.01% 4287
2025
Q4 		$202K Sell
19,423
-638
-3% -$6.69K ﹤0.01% 4223
2025
Q3 		$214K Sell
20,061
-1,080
-5% -$11.4K ﹤0.01% 4113
2025
Q2 		$221K Sell
21,141
-929
-4% -$9.48K ﹤0.01% 3649
2025
Q1 		$224K Sell
22,070
-462
-2% -$4.73K ﹤0.01% 3518
2024
Q4 		$228K Hold
22,532
– – ﹤0.01% 3329
2024
Q3 		$250K Sell
22,532
-4,351
-16% -$45.7K ﹤0.01% 3220
2024
Q2 		$260K Hold
26,883
– – ﹤0.01% 3163
2024
Q1 		$264K Buy
+26,883
New +$260K ﹤0.01% 3153

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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Fidelity Investments
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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

Cetera Investment Advisers's VGSR Position: Q2 2026 in Review

Cetera Investment Advisers increased its Vert Global Sustainable Real Estate ETF (VGSR) stake by 67% in Q2 2026, buying an estimated $147K and bringing the position to 32,592 shares worth $371K. The position accounts for ﹤0.01% of the portfolio, ranked #3972.

Cetera Investment Advisers first reported a position in VGSR in Q1 2024 and has held it in 10 quarters since. 87 funds tracked by Wall St. Rank hold VGSR as of Q2 2026.

  • Cetera Investment Advisers held 32,592 shares of Vert Global Sustainable Real Estate ETF worth $371K as of Q2 2026.
  • Cetera Investment Advisers bought 13,126 Vert Global Sustainable Real Estate ETF shares in Q2 2026, an estimated $147K.
  • Vert Global Sustainable Real Estate ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3972 holding.
  • Cetera Investment Advisers first reported a position in Vert Global Sustainable Real Estate ETF in Q1 2024 and has held it in 10 quarters since.
  • 87 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.