Cloud Capital Management’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Cloud Capital 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	$208K	Buy	18,344 +150	+0.8%	+$1.68K	0.08%	118
2026 Q1	$186K	Buy	+18,194	New	+$196K	0.08%	103
2025 Q4	–	Sell	-17,914	Closed	-$190K	–	1443
2025 Q3	$190K	Buy	+17,914	New	+$189K	0.1%	84
2025 Q2	–	Sell	-17,536	Closed	-$176K	–	254
2025 Q1	$176K	Buy	+17,536	New	+$180K	0.13%	74

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

Cloud Capital Management's VGSR Position: Q2 2026 in Review

Cloud Capital Management increased its Vert Global Sustainable Real Estate ETF (VGSR) stake by 0.82% in Q2 2026, buying an estimated $1.68K and bringing the position to 18,344 shares worth $208K. The position accounts for 0.08% of the portfolio, ranked #118.

Cloud Capital Management first reported a position in VGSR in Q1 2025 and has held it in 4 quarters since. 87 funds tracked by Wall St. Rank hold VGSR as of Q2 2026.

Cloud Capital Management held 18,344 shares of Vert Global Sustainable Real Estate ETF worth $208K as of Q2 2026.
Cloud Capital Management bought 150 Vert Global Sustainable Real Estate ETF shares in Q2 2026, an estimated $1.68K.
Vert Global Sustainable Real Estate ETF made up 0.08% of Cloud Capital Management's portfolio in Q2 2026, its #118 holding.
Cloud Capital Management first reported a position in Vert Global Sustainable Real Estate ETF in Q1 2025 and has held it in 4 quarters since.
87 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q2 2026.

Based on Cloud Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.