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 Q2	$422K	Buy	37,073 +3,168	+9%	+$35.4K	﹤0.01%	1396
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

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

Equitable Holdings's VGSR Position: Q2 2026 in Review

Equitable Holdings increased its Vert Global Sustainable Real Estate ETF (VGSR) stake by 9.3% in Q2 2026, buying an estimated $35.4K and bringing the position to 37,073 shares worth $422K. The position accounts for ﹤0.01% of the portfolio, ranked #1396.

Equitable Holdings first reported a position in VGSR in Q1 2025 and has held it in 6 quarters since. 87 funds tracked by Wall St. Rank hold VGSR as of Q2 2026.

Equitable Holdings held 37,073 shares of Vert Global Sustainable Real Estate ETF worth $422K as of Q2 2026.
Equitable Holdings bought 3,168 Vert Global Sustainable Real Estate ETF shares in Q2 2026, an estimated $35.4K.
Vert Global Sustainable Real Estate ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1396 holding.
Equitable Holdings first reported a position in Vert Global Sustainable Real Estate ETF in Q1 2025 and has held it in 6 quarters since.
87 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.