Hemington Wealth Management’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Hemington Wealth 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
2025 Q3	$1.42M	Buy	133,426 +2,488	+2%	+$26.2K	0.18%	42
2025 Q2	$1.37M	Sell	130,938 -8	-0%	-$82	0.2%	40
2025 Q1	$1.33M	Buy	130,946 +5,283	+4%	+$54.1K	0.21%	39
2024 Q4	$1.27M	Sell	125,663 -4,438	-3%	-$47.4K	0.32%	37
2024 Q3	$1.39M	Sell	130,101 -12,952	-9%	-$136K	0.38%	35
2024 Q2	$1.38M	Hold	143,053	–	–	0.47%	34
2024 Q1	$1.4M	Buy	143,053 +8,752	+7%	+$84.6K	0.51%	31
2023 Q4	$1.34M	Buy	+134,301	New	+$1.33M	0.52%	29

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

FPF

First Pacific Financial Vancouver, Washington $777M AUM 13.71% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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

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

SWA

SOA Wealth Advisors New York $530M AUM 19.89% 1-Year Est. Return

Hemington Wealth Management's VGSR Position: Q3 2025 in Review

Hemington Wealth Management increased its Vert Global Sustainable Real Estate ETF (VGSR) stake by 1.9% in Q3 2025, buying an estimated $26.2K and bringing the position to 133,426 shares worth $1.42M. The position accounts for 0.18% of the portfolio, ranked #42.

Hemington Wealth Management first reported a position in VGSR in Q4 2023 and has held it in 8 quarters since. 85 funds tracked by Wall St. Rank hold VGSR as of Q3 2025.

Hemington Wealth Management held 133,426 shares of Vert Global Sustainable Real Estate ETF worth $1.42M as of Q3 2025.
Hemington Wealth Management bought 2,488 Vert Global Sustainable Real Estate ETF shares in Q3 2025, an estimated $26.2K.
Vert Global Sustainable Real Estate ETF made up 0.18% of Hemington Wealth Management's portfolio in Q3 2025, its #42 holding.
Hemington Wealth Management first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2023 and has held it in 8 quarters since.
85 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.