Farther Finance Advisors
VGSR icon

Farther Finance Advisors’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Farther Finance 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
Q3 		$53.6K Buy
5,048
+202
+4% +$2.29K ﹤0.01% 3359
2026
Q2 		$55.2K Buy
+4,846
New +$54.2K ﹤0.01% 3178

Other funds holding VGSR

FPF
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 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
LFA
Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
B
BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return

Farther Finance Advisors's VGSR Position: Q3 2026 in Review

Farther Finance Advisors increased its Vert Global Sustainable Real Estate ETF (VGSR) stake by 4.2% in Q3 2026, buying an estimated $2.29K and bringing the position to 5,048 shares worth $53.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3359.

Farther Finance Advisors first reported a position in VGSR in Q2 2026 and has held it in 2 quarters since. The position peaked at $55.2K in Q2 2026. 12 funds tracked by Wall St. Rank hold VGSR as of Q3 2026.

  • Farther Finance Advisors held 5,048 shares of Vert Global Sustainable Real Estate ETF worth $53.6K as of Q3 2026.
  • Farther Finance Advisors bought 202 Vert Global Sustainable Real Estate ETF shares in Q3 2026, an estimated $2.29K.
  • Vert Global Sustainable Real Estate ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3359 holding.
  • Farther Finance Advisors first reported a position in Vert Global Sustainable Real Estate ETF in Q2 2026 and has held it in 2 quarters since.
  • Farther Finance Advisors's Vert Global Sustainable Real Estate ETF position peaked at $55.2K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.