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Fidelis Capital Partners’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Fidelis Capital Partners’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 		$215K Hold
18,885
– – 0.01% 512
2026
Q1 		$195K Buy
+18,885
New +$203K 0.01% 493

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FPF
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Wealthspire Advisors (New York)
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Forum Financial Management
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Savant Capital
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

Fidelis Capital Partners's VGSR Position: Q2 2026 in Review

Fidelis Capital Partners held its Vert Global Sustainable Real Estate ETF (VGSR) position steady in Q2 2026 at 18,885 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #512.

Fidelis Capital Partners 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.

  • Fidelis Capital Partners held 18,885 shares of Vert Global Sustainable Real Estate ETF worth $215K as of Q2 2026.
  • Fidelis Capital Partners left its Vert Global Sustainable Real Estate ETF share count unchanged in Q2 2026.
  • Vert Global Sustainable Real Estate ETF made up 0.01% of Fidelis Capital Partners's portfolio in Q2 2026, its #512 holding.
  • Fidelis Capital Partners 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 Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.