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
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 $1.1B AUM 14.74% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $777M AUM 13.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
NI
Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Cetera Investment Advisers's VGSR Position: Q1 2026 in Review

Cetera Investment Advisers increased its Vert Global Sustainable Real Estate ETF (VGSR) stake by 0.22% in Q1 2026, buying an estimated $463 and bringing the position to 19,466 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #4287.

Cetera Investment Advisers first reported a position in VGSR in Q1 2024 and has held it in 9 quarters since. The position peaked at $264K in Q1 2024. 89 funds tracked by Wall St. Rank hold VGSR as of Q1 2026.

  • Cetera Investment Advisers held 19,466 shares of Vert Global Sustainable Real Estate ETF worth $201K as of Q1 2026.
  • Cetera Investment Advisers bought 43 Vert Global Sustainable Real Estate ETF shares in Q1 2026, an estimated $463.
  • Vert Global Sustainable Real Estate ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #4287 holding.
  • Cetera Investment Advisers first reported a position in Vert Global Sustainable Real Estate ETF in Q1 2024 and has held it in 9 quarters since.
  • Cetera Investment Advisers's Vert Global Sustainable Real Estate ETF position peaked at $264K in Q1 2024.
  • 89 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.