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

JDH 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
2026
Q2 		$187K Hold
16,432
– – 0.11% 60
2026
Q1 		$170K Hold
16,432
– – 0.11% 53
2025
Q4 		$171K Hold
16,432
– – 0.12% 50
2025
Q3 		$175K Sell
16,432
-5,779
-26% -$60.9K 0.12% 50
2025
Q2 		$232K Hold
22,211
– – 0.18% 44
2025
Q1 		$225K Sell
22,211
-5,916
-21% -$60.6K 0.19% 46
2024
Q4 		$285K Buy
+28,127
New +$300K 0.25% 40

Other funds holding VGSR

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 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
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MWM
Meritas Wealth Management Larkspur, California $256M AUM 24.19% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

JDH Wealth Management's VGSR Position: Q2 2026 in Review

JDH Wealth Management held its Vert Global Sustainable Real Estate ETF (VGSR) position steady in Q2 2026 at 16,432 shares worth $187K. The position accounts for 0.11% of the portfolio, ranked #60.

JDH Wealth Management first reported a position in VGSR in Q4 2024 and has held it in 7 quarters since. The position peaked at $285K in Q4 2024. 27 funds tracked by Wall St. Rank hold VGSR as of Q2 2026.

  • JDH Wealth Management held 16,432 shares of Vert Global Sustainable Real Estate ETF worth $187K as of Q2 2026.
  • JDH Wealth Management left its Vert Global Sustainable Real Estate ETF share count unchanged in Q2 2026.
  • Vert Global Sustainable Real Estate ETF made up 0.11% of JDH Wealth Management's portfolio in Q2 2026, its #60 holding.
  • JDH Wealth Management first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
  • JDH Wealth Management's Vert Global Sustainable Real Estate ETF position peaked at $285K in Q4 2024.
  • 27 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q2 2026.

Based on JDH Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.