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Clarity Asset Management’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Clarity Asset Management’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 		– Sell
-291
Closed -$3K – 263
2026
Q1 		$3K Buy
291
+5
+2% +$54 ﹤0.01% 260
2025
Q4 		$2.98K Hold
286
– – ﹤0.01% 223
2025
Q3 		$3.05K Buy
286
+3
+1% +$32 ﹤0.01% 219
2025
Q2 		$2.96K Buy
+283
New +$2.89K ﹤0.01% 222

Other funds holding VGSR

CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
PHIC
Pine Haven Investment Counsel Fairhaven, Massachusetts $149M AUM 23.2% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

Clarity Asset Management's VGSR Position: Q2 2026 in Review

Clarity Asset Management sold out of Vert Global Sustainable Real Estate ETF (VGSR) in Q2 2026, closing a stake of 291 shares — an estimated $3K sold.

Clarity Asset Management first reported a position in VGSR in Q2 2025 and held it in 4 quarters. The position peaked at $3.05K in Q3 2025. 9 funds tracked by Wall St. Rank hold VGSR as of Q2 2026.

  • Clarity Asset Management reported no remaining Vert Global Sustainable Real Estate ETF position as of Q2 2026 after selling out during the quarter.
  • Clarity Asset Management sold 291 Vert Global Sustainable Real Estate ETF shares in Q2 2026, an estimated $3K.
  • Clarity Asset Management first reported a position in Vert Global Sustainable Real Estate ETF in Q2 2025 and held it in 4 quarters.
  • Clarity Asset Management's Vert Global Sustainable Real Estate ETF position peaked at $3.05K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.