Index Fund Advisors’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Index Fund Advisors’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	$910K	Buy	88,080 +3,660	+4%	+$39.4K	0.04%	69
2025 Q4	$878K	Sell	84,420 -2,115	-2%	-$22.2K	0.04%	67
2025 Q3	$922K	Buy	86,535 +11,522	+15%	+$121K	0.04%	66
2025 Q2	$785K	Buy	75,013 +1,243	+2%	+$12.7K	0.04%	66
2025 Q1	$748K	Sell	73,770 -2,578	-3%	-$26.4K	0.05%	45
2024 Q4	$773K	Buy	76,348 +11,819	+18%	+$126K	0.04%	46
2024 Q3	$717K	Buy	64,529 +458	+0.7%	+$4.81K	0.04%	48
2024 Q2	$620K	Buy	64,071 +14,537	+29%	+$138K	0.04%	51
2024 Q1	$486K	Buy	49,534 +1,861	+4%	+$18K	0.03%	59
2023 Q4	$475K	Buy	+47,673	New	+$470K	0.03%	54

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

Index Fund Advisors's VGSR Position: Q1 2026 in Review

Index Fund Advisors increased its Vert Global Sustainable Real Estate ETF (VGSR) stake by 4.3% in Q1 2026, buying an estimated $39.4K and bringing the position to 88,080 shares worth $910K. The position accounts for 0.04% of the portfolio, ranked #69.

Index Fund Advisors first reported a position in VGSR in Q4 2023 and has held it in 10 quarters since. The position peaked at $922K in Q3 2025. 89 funds tracked by Wall St. Rank hold VGSR as of Q1 2026.

Index Fund Advisors held 88,080 shares of Vert Global Sustainable Real Estate ETF worth $910K as of Q1 2026.
Index Fund Advisors bought 3,660 Vert Global Sustainable Real Estate ETF shares in Q1 2026, an estimated $39.4K.
Vert Global Sustainable Real Estate ETF made up 0.04% of Index Fund Advisors's portfolio in Q1 2026, its #69 holding.
Index Fund Advisors first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
Index Fund Advisors's Vert Global Sustainable Real Estate ETF position peaked at $922K in Q3 2025.
89 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q1 2026.

Based on Index Fund Advisors's 13F filing for Q1 2026, filed 12 May 2026.