FAFN
VGSR icon

First Affirmative Financial Network’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

First Affirmative Financial Network’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 		$164K Buy
+15,904
New +$171K 0.06% 308
2025
Q3 		$166K Sell
15,545
-6,595
-30% -$69.5K 0.08% 277
2025
Q2 		$232K Sell
22,140
-670
-3% -$6.83K 0.12% 227
2025
Q1 		$231K Buy
22,810
+762
+3% +$7.8K 0.14% 207
2024
Q4 		$223K Sell
22,048
-47
-0.2% -$502 0.13% 218
2024
Q3 		$245K Buy
22,095
+164
+0.7% +$1.72K 0.13% 211
2024
Q2 		$212K Buy
21,931
+760
+4% +$7.23K 0.15% 217
2024
Q1 		$208K Buy
21,171
+212
+1% +$2.05K 0.15% 217
2023
Q4 		$209K Buy
+20,959
New +$207K 0.17% 203

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

First Affirmative Financial Network's VGSR Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in Vert Global Sustainable Real Estate ETF (VGSR) in Q1 2026: 15,904 shares worth $164K. The stake represents 0.06% of the portfolio and ranks #308 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in VGSR as recently as Q3 2025.

First Affirmative Financial Network first reported a position in VGSR in Q4 2023 and has held it in 9 quarters since. The position peaked at $245K in Q3 2024. 89 funds tracked by Wall St. Rank hold VGSR as of Q1 2026.

  • First Affirmative Financial Network held 15,904 shares of Vert Global Sustainable Real Estate ETF worth $164K as of Q1 2026.
  • Vert Global Sustainable Real Estate ETF was a new First Affirmative Financial Network position in Q1 2026.
  • Vert Global Sustainable Real Estate ETF made up 0.06% of First Affirmative Financial Network's portfolio in Q1 2026, its #308 holding.
  • First Affirmative Financial Network first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2023 and has held it in 9 quarters since.
  • First Affirmative Financial Network's Vert Global Sustainable Real Estate ETF position peaked at $245K in Q3 2024.
  • 89 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.