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Dynamic Advisor Solutions’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Dynamic Advisor Solutions’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 		$1.16M Buy
101,998
+5,956
+6% +$66.6K 0.03% 449
2026
Q1 		$992K Buy
96,042
+7,836
+9% +$84.3K 0.03% 469
2025
Q4 		$917K Buy
88,206
+41,851
+90% +$439K 0.03% 476
2025
Q3 		$494K Buy
46,355
+26,114
+129% +$275K 0.01% 633
2025
Q2 		$212K Buy
20,241
+4,748
+31% +$48.4K 0.01% 843
2025
Q1 		$157K Buy
+15,493
New +$159K 0.01% 819

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
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

Dynamic Advisor Solutions's VGSR Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Vert Global Sustainable Real Estate ETF (VGSR) stake by 6.2% in Q2 2026, buying an estimated $66.6K and bringing the position to 101,998 shares worth $1.16M. The position accounts for 0.03% of the portfolio, ranked #449.

Dynamic Advisor Solutions first reported a position in VGSR in Q1 2025 and has held it in 6 quarters since. 9 funds tracked by Wall St. Rank hold VGSR as of Q2 2026.

  • Dynamic Advisor Solutions held 101,998 shares of Vert Global Sustainable Real Estate ETF worth $1.16M as of Q2 2026.
  • Dynamic Advisor Solutions bought 5,956 Vert Global Sustainable Real Estate ETF shares in Q2 2026, an estimated $66.6K.
  • Vert Global Sustainable Real Estate ETF made up 0.03% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #449 holding.
  • Dynamic Advisor Solutions first reported a position in Vert Global Sustainable Real Estate ETF in Q1 2025 and has held it in 6 quarters since.
  • 9 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.