Focus Partners Advisor Solutions’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Focus Partners Advisor Solutions’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	$3.63M	Buy	351,710 +235,890	+204%	+$2.54M	0.04%	226
2025 Q4	$1.2M	Sell	115,820 -280,079	-71%	-$2.94M	0.01%	448
2025 Q3	$4.2M	Buy	395,899 +135,021	+52%	+$1.42M	0.05%	198
2025 Q2	$2.73M	Buy	260,878 +516	+0.2%	+$5.26K	0.04%	229
2025 Q1	$2.64M	Sell	260,362 -7,367	-3%	-$75.4K	0.04%	215
2024 Q4	$2.71M	Buy	267,729 +28,962	+12%	+$309K	0.05%	179
2024 Q3	$2.65M	Buy	238,767 +217,304	+1,012%	+$2.28M	0.06%	163
2024 Q2	$208K	Buy	21,463 +7,975	+59%	+$75.9K	0.01%	596
2024 Q1	$132K	Sell	13,488 -256,113	-95%	-$2.47M	﹤0.01%	592
2023 Q4	$2.69M	Buy	+269,601	New	+$2.66M	0.13%	79

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

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

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

Focus Partners Advisor Solutions's VGSR Position: Q1 2026 in Review

Focus Partners Advisor Solutions increased its Vert Global Sustainable Real Estate ETF (VGSR) stake by 204% in Q1 2026, buying an estimated $2.54M and bringing the position to 351,710 shares worth $3.63M. The position accounts for 0.04% of the portfolio, ranked #226.

Focus Partners Advisor Solutions first reported a position in VGSR in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.2M in Q3 2025. 89 funds tracked by Wall St. Rank hold VGSR as of Q1 2026.

Focus Partners Advisor Solutions held 351,710 shares of Vert Global Sustainable Real Estate ETF worth $3.63M as of Q1 2026.
Focus Partners Advisor Solutions bought 235,890 Vert Global Sustainable Real Estate ETF shares in Q1 2026, an estimated $2.54M.
Vert Global Sustainable Real Estate ETF made up 0.04% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #226 holding.
Focus Partners Advisor Solutions first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
Focus Partners Advisor Solutions's Vert Global Sustainable Real Estate ETF position peaked at $4.2M in Q3 2025.
89 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.