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Crestwood Advisors Group’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Crestwood Advisors Group’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
2025
Q4 		– Sell
-14,168
Closed -$151K – 712
2025
Q3 		$151K Sell
14,168
-1,965
-12% -$20.7K ﹤0.01% 560
2025
Q2 		$169K Sell
16,133
-475
-3% -$4.85K ﹤0.01% 519
2025
Q1 		$168K Sell
16,608
-1,259
-7% -$12.9K ﹤0.01% 486
2024
Q4 		$181K Sell
17,867
-3,455
-16% -$36.9K ﹤0.01% 450
2024
Q3 		$237K Sell
21,322
-8,248
-28% -$86.6K ﹤0.01% 403
2024
Q2 		$286K Sell
29,570
-1,926
-6% -$18.3K 0.01% 359
2024
Q1 		$309K Buy
31,496
+669
+2% +$6.46K 0.01% 347
2023
Q4 		$307K Buy
+30,827
New +$304K 0.01% 325

Other funds holding VGSR

AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 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

Crestwood Advisors Group's VGSR Position: Q4 2025 in Review

Crestwood Advisors Group sold out of Vert Global Sustainable Real Estate ETF (VGSR) in Q4 2025, closing a stake of 14,168 shares — an estimated $151K sold.

Crestwood Advisors Group first reported a position in VGSR in Q4 2023 and held it in 8 quarters. The position peaked at $309K in Q1 2024. 85 funds tracked by Wall St. Rank hold VGSR as of Q4 2025.

  • Crestwood Advisors Group reported no remaining Vert Global Sustainable Real Estate ETF position as of Q4 2025 after selling out during the quarter.
  • Crestwood Advisors Group sold 14,168 Vert Global Sustainable Real Estate ETF shares in Q4 2025, an estimated $151K.
  • Crestwood Advisors Group first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2023 and held it in 8 quarters.
  • Crestwood Advisors Group's Vert Global Sustainable Real Estate ETF position peaked at $309K in Q1 2024.
  • 85 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q4 2025.

Based on Crestwood Advisors Group's 13F filing for Q4 2025, filed 3 Feb 2026.