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 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 $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 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

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

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

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Fidelity Investments's VGSR Position: Q1 2026 in Review

Fidelity Investments increased its Vert Global Sustainable Real Estate ETF (VGSR) stake by 11% in Q1 2026, buying an estimated $1.54M and bringing the position to 1,508,438 shares worth $15.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1875.

Fidelity Investments first reported a position in VGSR in Q4 2023 and has held it in 10 quarters since. 89 funds tracked by Wall St. Rank hold VGSR as of Q1 2026.

Fidelity Investments held 1,508,438 shares of Vert Global Sustainable Real Estate ETF worth $15.6M as of Q1 2026.
Fidelity Investments bought 143,598 Vert Global Sustainable Real Estate ETF shares in Q1 2026, an estimated $1.54M.
Vert Global Sustainable Real Estate ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #1875 holding.
Fidelity Investments first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
89 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.