EWA
VGSR icon

EP Wealth Advisors’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

EP Wealth Advisors’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 		$4.19M Buy
368,065
+3,407
+0.9% +$38.1K 0.02% 417
2026
Q1 		$3.77M Buy
+364,658
New +$3.92M 0.02% 356

Other funds holding VGSR

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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

EP Wealth Advisors's VGSR Position: Q2 2026 in Review

EP Wealth Advisors increased its Vert Global Sustainable Real Estate ETF (VGSR) stake by 0.93% in Q2 2026, buying an estimated $38.1K and bringing the position to 368,065 shares worth $4.19M. The position accounts for 0.02% of the portfolio, ranked #417.

EP Wealth Advisors first reported a position in VGSR in Q1 2026 and has held it in 2 quarters since. 87 funds tracked by Wall St. Rank hold VGSR as of Q2 2026.

  • EP Wealth Advisors held 368,065 shares of Vert Global Sustainable Real Estate ETF worth $4.19M as of Q2 2026.
  • EP Wealth Advisors bought 3,407 Vert Global Sustainable Real Estate ETF shares in Q2 2026, an estimated $38.1K.
  • Vert Global Sustainable Real Estate ETF made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #417 holding.
  • EP Wealth Advisors first reported a position in Vert Global Sustainable Real Estate ETF in Q1 2026 and has held it in 2 quarters since.
  • 87 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.