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MLG Wealth Management DBA Pine Grove Financial Group’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’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
Q4 		$855K Buy
+82,216
New +$862K 0.1% 89

Other funds holding VGSR

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

MLG Wealth Management DBA Pine Grove Financial Group's VGSR Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in Vert Global Sustainable Real Estate ETF (VGSR) in Q4 2025: 82,216 shares worth $855K. The stake represents 0.1% of the portfolio and ranks #89 among its holdings.

86 funds tracked by Wall St. Rank hold VGSR as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 82,216 shares of Vert Global Sustainable Real Estate ETF worth $855K as of Q4 2025.
  • Vert Global Sustainable Real Estate ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • Vert Global Sustainable Real Estate ETF made up 0.1% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #89 holding.
  • 86 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.