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MASECO Private Wealth’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

MASECO Private Wealth’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 		$5.19M Buy
501,057
+118,881
+31% +$1.28M 0.16% 34
2025
Q4 		$3.97M Buy
382,176
+72,694
+23% +$763K 0.17% 32
2025
Q3 		$3.3M Buy
+309,482
New +$3.26M 0.16% 27

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
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
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
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
NI
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

MASECO Private Wealth's VGSR Position: Q1 2026 in Review

MASECO Private Wealth increased its Vert Global Sustainable Real Estate ETF (VGSR) stake by 31% in Q1 2026, buying an estimated $1.28M and bringing the position to 501,057 shares worth $5.19M. The position accounts for 0.16% of the portfolio, ranked #34.

MASECO Private Wealth first reported a position in VGSR in Q3 2025 and has held it in 3 quarters since. 89 funds tracked by Wall St. Rank hold VGSR as of Q1 2026.

  • MASECO Private Wealth held 501,057 shares of Vert Global Sustainable Real Estate ETF worth $5.19M as of Q1 2026.
  • MASECO Private Wealth bought 118,881 Vert Global Sustainable Real Estate ETF shares in Q1 2026, an estimated $1.28M.
  • Vert Global Sustainable Real Estate ETF made up 0.16% of MASECO Private Wealth's portfolio in Q1 2026, its #34 holding.
  • MASECO Private Wealth first reported a position in Vert Global Sustainable Real Estate ETF in Q3 2025 and has held it in 3 quarters since.
  • 89 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.