Fidelity Investments
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Fidelity Investments’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Fidelity Investments’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 		$22.8M Buy
2,001,215
+492,777
+33% +$5.51M ﹤0.01% 1836
2026
Q1 		$15.6M Buy
1,508,438
+143,598
+11% +$1.54M ﹤0.01% 1875
2025
Q4 		$14.2M Buy
1,364,840
+37,886
+3% +$397K ﹤0.01% 1902
2025
Q3 		$14.1M Buy
1,326,954
+377,882
+40% +$3.98M ﹤0.01% 1882
2025
Q2 		$9.93M Buy
949,072
+947,172
+49,851% +$9.66M ﹤0.01% 1932
2025
Q1 		$19.3K Buy
1,900
+466
+32% +$4.77K ﹤0.01% 4235
2024
Q4 		$14.5K Hold
1,434
– – ﹤0.01% 4323
2024
Q3 		$15.9K Buy
1,434
+1,015
+242% +$10.7K ﹤0.01% 4276
2024
Q2 		$4.05K Sell
419
-375
-47% -$3.57K ﹤0.01% 4609
2024
Q1 		$7.79K Buy
794
+42
+6% +$406 ﹤0.01% 4360
2023
Q4 		$7.49K Buy
+752
New +$7.42K ﹤0.01% 4327

Other funds holding VGSR

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
SC
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
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

Fidelity Investments's VGSR Position: Q2 2026 in Review

Fidelity Investments increased its Vert Global Sustainable Real Estate ETF (VGSR) stake by 33% in Q2 2026, buying an estimated $5.51M and bringing the position to 2,001,215 shares worth $22.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1836.

Fidelity Investments first reported a position in VGSR in Q4 2023 and has held it in 11 quarters since. 87 funds tracked by Wall St. Rank hold VGSR as of Q2 2026.

  • Fidelity Investments held 2,001,215 shares of Vert Global Sustainable Real Estate ETF worth $22.8M as of Q2 2026.
  • Fidelity Investments bought 492,777 Vert Global Sustainable Real Estate ETF shares in Q2 2026, an estimated $5.51M.
  • Vert Global Sustainable Real Estate ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #1836 holding.
  • Fidelity Investments first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • 87 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.