Envestnet Portfolio Solutions
VGSR icon

Envestnet Portfolio Solutions’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Envestnet Portfolio 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 		$3.8M Buy
333,764
+2,686
+0.8% +$30K 0.02% 378
2026
Q1 		$3.42M Sell
331,078
-2,557
-0.8% -$27.5K 0.02% 354
2025
Q4 		$3.47M Buy
333,635
+70,238
+27% +$737K 0.01% 437
2025
Q3 		$2.81M Buy
263,397
+20,243
+8% +$213K 0.01% 457
2025
Q2 		$2.54M Sell
243,154
-28,470
-10% -$290K 0.01% 500
2025
Q1 		$2.75M Buy
271,624
+8,530
+3% +$87.3K 0.01% 498
2024
Q4 		$2.66M Buy
263,094
+29,492
+13% +$315K 0.01% 576
2024
Q3 		$2.6M Buy
233,602
+83,641
+56% +$878K 0.01% 579
2024
Q2 		$1.45M Sell
149,961
-2,235
-1% -$21.3K 0.01% 737
2024
Q1 		$1.49M Buy
152,196
+19,923
+15% +$193K 0.01% 719
2023
Q4 		$1.32M Buy
+132,273
New +$1.31M 0.01% 711

Other funds holding VGSR

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
NBWM
North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return
MWM
Meritas Wealth Management Larkspur, California $256M AUM 24.19% 1-Year Est. Return

Envestnet Portfolio Solutions's VGSR Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Vert Global Sustainable Real Estate ETF (VGSR) stake by 0.81% in Q2 2026, buying an estimated $30K and bringing the position to 333,764 shares worth $3.8M. The position accounts for 0.02% of the portfolio, ranked #378.

Envestnet Portfolio Solutions first reported a position in VGSR in Q4 2023 and has held it in 11 quarters since. 40 funds tracked by Wall St. Rank hold VGSR as of Q2 2026.

  • Envestnet Portfolio Solutions held 333,764 shares of Vert Global Sustainable Real Estate ETF worth $3.8M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 2,686 Vert Global Sustainable Real Estate ETF shares in Q2 2026, an estimated $30K.
  • Vert Global Sustainable Real Estate ETF made up 0.02% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #378 holding.
  • Envestnet Portfolio Solutions first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • 40 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.