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Forum Financial Management’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Forum Financial Management’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 		$15.4M Buy
1,355,310
+30,351
+2% +$339K 0.2% 26
2026
Q1 		$13.7M Buy
1,324,959
+14,589
+1% +$157K 0.19% 28
2025
Q4 		$13.6M Buy
1,310,370
+56,065
+4% +$588K 0.18% 34
2025
Q3 		$13.4M Buy
1,254,305
+37,755
+3% +$398K 0.18% 33
2025
Q2 		$12.7M Buy
1,216,550
+16,991
+1% +$173K 0.19% 29
2025
Q1 		$12.2M Buy
1,199,559
+45,543
+4% +$466K 0.2% 32
2024
Q4 		$11.7M Buy
1,154,016
+1,134,245
+5,737% +$12.1M 0.19% 31
2024
Q3 		$220K Sell
19,771
-2,047
-9% -$21.5K ﹤0.01% 675
2024
Q2 		$211K Buy
21,818
+2,671
+14% +$25.4K ﹤0.01% 655
2024
Q1 		$188K Sell
19,147
-2,441
-11% -$23.6K ﹤0.01% 708
2023
Q4 		$215K Buy
+21,588
New +$213K ﹤0.01% 614

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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

Forum Financial Management's VGSR Position: Q2 2026 in Review

Forum Financial Management increased its Vert Global Sustainable Real Estate ETF (VGSR) stake by 2.3% in Q2 2026, buying an estimated $339K and bringing the position to 1,355,310 shares worth $15.4M. The position accounts for 0.2% of the portfolio, ranked #26.

Forum Financial Management first reported a position in VGSR in Q4 2023 and has held it in 11 quarters since. 86 funds tracked by Wall St. Rank hold VGSR as of Q2 2026.

  • Forum Financial Management held 1,355,310 shares of Vert Global Sustainable Real Estate ETF worth $15.4M as of Q2 2026.
  • Forum Financial Management bought 30,351 Vert Global Sustainable Real Estate ETF shares in Q2 2026, an estimated $339K.
  • Vert Global Sustainable Real Estate ETF made up 0.2% of Forum Financial Management's portfolio in Q2 2026, its #26 holding.
  • Forum Financial Management first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • 86 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.