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 Q3	$512K	Sell	48,188 -53,810	-53%	-$611K	0.01%	658
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

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

MWM

Meritas Wealth Management Larkspur, California $278M AUM 18.16% 1-Year Est. Return

AIC

Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

LFA

Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Dynamic Advisor Solutions's VGSR Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Vert Global Sustainable Real Estate ETF (VGSR) stake by 53% in Q3 2026, selling an estimated $611K and leaving 48,188 shares worth $512K. The position accounts for 0.01% of the portfolio, ranked #658.

Dynamic Advisor Solutions first reported a position in VGSR in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.16M in Q2 2026. 20 funds tracked by Wall St. Rank hold VGSR as of Q3 2026.

Dynamic Advisor Solutions held 48,188 shares of Vert Global Sustainable Real Estate ETF worth $512K as of Q3 2026.
Dynamic Advisor Solutions sold 53,810 Vert Global Sustainable Real Estate ETF shares in Q3 2026, an estimated $611K.
Vert Global Sustainable Real Estate ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #658 holding.
Dynamic Advisor Solutions first reported a position in Vert Global Sustainable Real Estate ETF in Q1 2025 and has held it in 7 quarters since.
Dynamic Advisor Solutions's Vert Global Sustainable Real Estate ETF position peaked at $1.16M in Q2 2026.
20 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.