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 Q2	$3.61M	Sell	317,422 -34,288	-10%	-$383K	0.03%	252
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

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

Focus Partners Advisor Solutions's VGSR Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its Vert Global Sustainable Real Estate ETF (VGSR) stake by 9.7% in Q2 2026, selling an estimated $383K and leaving 317,422 shares worth $3.61M. The position accounts for 0.03% of the portfolio, ranked #252.

Focus Partners Advisor Solutions first reported a position in VGSR in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.2M in Q3 2025. 87 funds tracked by Wall St. Rank hold VGSR as of Q2 2026.

Focus Partners Advisor Solutions held 317,422 shares of Vert Global Sustainable Real Estate ETF worth $3.61M as of Q2 2026.
Focus Partners Advisor Solutions sold 34,288 Vert Global Sustainable Real Estate ETF shares in Q2 2026, an estimated $383K.
Vert Global Sustainable Real Estate ETF made up 0.03% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #252 holding.
Focus Partners Advisor Solutions first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
Focus Partners Advisor Solutions's Vert Global Sustainable Real Estate ETF position peaked at $4.2M in Q3 2025.
87 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.