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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
Q1 		$195K Buy
+18,885
New +$203K 0.01% 493

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

Fidelis Capital Partners's VGSR Position: Q1 2026 in Review

Fidelis Capital Partners opened a new position in Vert Global Sustainable Real Estate ETF (VGSR) in Q1 2026: 18,885 shares worth $195K. The stake represents 0.01% of the portfolio and ranks #493 among its holdings.

89 funds tracked by Wall St. Rank hold VGSR as of Q1 2026.

  • Fidelis Capital Partners held 18,885 shares of Vert Global Sustainable Real Estate ETF worth $195K as of Q1 2026.
  • Vert Global Sustainable Real Estate ETF was a new Fidelis Capital Partners position in Q1 2026.
  • Vert Global Sustainable Real Estate ETF made up 0.01% of Fidelis Capital Partners's portfolio in Q1 2026, its #493 holding.
  • 89 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.