EH
VGSR icon

Equitable Holdings’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Equitable Holdings’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
Q1 		$353K Buy
33,905
+1,411
+4% +$15.2K ﹤0.01% 1397
2025
Q4 		$338K Buy
32,494
+2,384
+8% +$25K ﹤0.01% 1259
2025
Q3 		$321K Buy
30,110
+395
+1% +$4.16K ﹤0.01% 1230
2025
Q2 		$311K Buy
29,715
+764
+3% +$7.79K ﹤0.01% 1185
2025
Q1 		$287K Buy
+28,951
New +$296K ﹤0.01% 1113

Other funds holding VGSR

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

Equitable Holdings's VGSR Position: Q1 2026 in Review

Equitable Holdings increased its Vert Global Sustainable Real Estate ETF (VGSR) stake by 4.3% in Q1 2026, buying an estimated $15.2K and bringing the position to 33,905 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #1397.

Equitable Holdings first reported a position in VGSR in Q1 2025 and has held it in 5 quarters since. 89 funds tracked by Wall St. Rank hold VGSR as of Q1 2026.

  • Equitable Holdings held 33,905 shares of Vert Global Sustainable Real Estate ETF worth $353K as of Q1 2026.
  • Equitable Holdings bought 1,411 Vert Global Sustainable Real Estate ETF shares in Q1 2026, an estimated $15.2K.
  • Vert Global Sustainable Real Estate ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1397 holding.
  • Equitable Holdings first reported a position in Vert Global Sustainable Real Estate ETF in Q1 2025 and has held it in 5 quarters since.
  • 89 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.