Koss-Olinger Consulting’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Koss-Olinger Consulting’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	$2.68M	Buy	259,627 +3,813	+1%	+$41K	0.22%	43
2025 Q4	$2.66M	Sell	255,814 -25,830	-9%	-$271K	0.21%	42
2025 Q3	$2.95M	Hold	281,644	–	–	0.24%	47
2025 Q2	$2.95M	Sell	281,644 -22,157	-7%	-$226K	0.24%	47
2025 Q1	$3.08M	Sell	303,801 -46,010	-13%	-$471K	0.26%	42
2024 Q4	$3.54M	Sell	349,811 -700	-0.2%	-$7.48K	0.31%	42
2024 Q3	$3.89M	Buy	350,511 +3,963	+1%	+$41.6K	0.34%	37
2024 Q2	$3.35M	Buy	+346,548	New	+$3.3M	0.31%	40
2024 Q1	–	Sell	-285,568	Closed	-$2.84M	–	306
2023 Q4	$2.84M	Buy	+285,568	New	+$2.82M	0.28%	39

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 $4.53B AUM 21.1% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

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

Koss-Olinger Consulting's VGSR Position: Q1 2026 in Review

Koss-Olinger Consulting increased its Vert Global Sustainable Real Estate ETF (VGSR) stake by 1.5% in Q1 2026, buying an estimated $41K and bringing the position to 259,627 shares worth $2.68M. The position accounts for 0.22% of the portfolio, ranked #43.

Koss-Olinger Consulting first reported a position in VGSR in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.89M in Q3 2024. 89 funds tracked by Wall St. Rank hold VGSR as of Q1 2026.

Koss-Olinger Consulting held 259,627 shares of Vert Global Sustainable Real Estate ETF worth $2.68M as of Q1 2026.
Koss-Olinger Consulting bought 3,813 Vert Global Sustainable Real Estate ETF shares in Q1 2026, an estimated $41K.
Vert Global Sustainable Real Estate ETF made up 0.22% of Koss-Olinger Consulting's portfolio in Q1 2026, its #43 holding.
Koss-Olinger Consulting first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2023 and has held it in 9 quarters since.
Koss-Olinger Consulting's Vert Global Sustainable Real Estate ETF position peaked at $3.89M in Q3 2024.
89 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.