Commonwealth Equity Services’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Commonwealth Equity Services’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	$161K	Sell	15,590 -21,901	-58%	-$236K	﹤0.01%	4060
2025 Q4	$390K	Sell	37,491 -11,196	-23%	-$117K	﹤0.01%	3410
2025 Q3	$519K	Buy	48,687 +8,085	+20%	+$85.2K	﹤0.01%	3145
2025 Q2	$425K	Sell	40,602 -711	-2%	-$7.25K	﹤0.01%	3296
2025 Q1	$419K	Buy	41,313 +15,755	+62%	+$161K	﹤0.01%	3189
2024 Q4	$259K	Buy	25,558 +3,763	+17%	+$40.2K	﹤0.01%	3553
2024 Q3	$242K	Buy	21,795 +9,713	+80%	+$102K	﹤0.01%	3540
2024 Q2	$117K	Buy	+12,082	New	+$115K	﹤0.01%	3785

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 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 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

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

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

Commonwealth Equity Services's VGSR Position: Q1 2026 in Review

Commonwealth Equity Services reduced its Vert Global Sustainable Real Estate ETF (VGSR) stake by 58% in Q1 2026, selling an estimated $236K and leaving 15,590 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #4060.

Commonwealth Equity Services first reported a position in VGSR in Q2 2024 and has held it in 8 quarters since. The position peaked at $519K in Q3 2025. 89 funds tracked by Wall St. Rank hold VGSR as of Q1 2026.

Commonwealth Equity Services held 15,590 shares of Vert Global Sustainable Real Estate ETF worth $161K as of Q1 2026.
Commonwealth Equity Services sold 21,901 Vert Global Sustainable Real Estate ETF shares in Q1 2026, an estimated $236K.
Vert Global Sustainable Real Estate ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #4060 holding.
Commonwealth Equity Services first reported a position in Vert Global Sustainable Real Estate ETF in Q2 2024 and has held it in 8 quarters since.
Commonwealth Equity Services's Vert Global Sustainable Real Estate ETF position peaked at $519K in Q3 2025.
89 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.