LPL Financial’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

LPL Financial’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	$286K	Buy	27,693 +9,938	+56%	+$107K	﹤0.01%	5217
2025 Q4	$185K	Sell	17,755 -9,399	-35%	-$98.6K	﹤0.01%	5466
2025 Q3	$289K	Buy	27,154 +7,339	+37%	+$77.3K	﹤0.01%	5073
2025 Q2	$207K	Buy	19,815 +3,109	+19%	+$31.7K	﹤0.01%	5063
2025 Q1	$169K	Sell	16,706 -1,318	-7%	-$13.5K	﹤0.01%	4913
2024 Q4	$182K	Buy	18,024 +6,278	+53%	+$67.1K	﹤0.01%	4845
2024 Q3	$130K	Buy	11,746 +138	+1%	+$1.45K	﹤0.01%	4835
2024 Q2	$112K	Buy	+11,608	New	+$110K	﹤0.01%	4719

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

LPL Financial's VGSR Position: Q1 2026 in Review

LPL Financial increased its Vert Global Sustainable Real Estate ETF (VGSR) stake by 56% in Q1 2026, buying an estimated $107K and bringing the position to 27,693 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #5217.

LPL Financial first reported a position in VGSR in Q2 2024 and has held it in 8 quarters since. The position peaked at $289K in Q3 2025. 89 funds tracked by Wall St. Rank hold VGSR as of Q1 2026.

LPL Financial held 27,693 shares of Vert Global Sustainable Real Estate ETF worth $286K as of Q1 2026.
LPL Financial bought 9,938 Vert Global Sustainable Real Estate ETF shares in Q1 2026, an estimated $107K.
Vert Global Sustainable Real Estate ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5217 holding.
LPL Financial first reported a position in Vert Global Sustainable Real Estate ETF in Q2 2024 and has held it in 8 quarters since.
LPL Financial's Vert Global Sustainable Real Estate ETF position peaked at $289K in Q3 2025.
89 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.