MASECO Private Wealth
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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
Q2 		$6M Buy
527,020
+25,963
+5% +$290K 0.17% 34
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

Abacus Wealth Partners
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Brighton Jones LLC
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PFG Investments
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Natural Investments
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

MASECO Private Wealth's VGSR Position: Q2 2026 in Review

MASECO Private Wealth increased its Vert Global Sustainable Real Estate ETF (VGSR) stake by 5.2% in Q2 2026, buying an estimated $290K and bringing the position to 527,020 shares worth $6M. The position accounts for 0.17% of the portfolio, ranked #34.

MASECO Private Wealth first reported a position in VGSR in Q3 2025 and has held it in 4 quarters since. 87 funds tracked by Wall St. Rank hold VGSR as of Q2 2026.

  • MASECO Private Wealth held 527,020 shares of Vert Global Sustainable Real Estate ETF worth $6M as of Q2 2026.
  • MASECO Private Wealth bought 25,963 Vert Global Sustainable Real Estate ETF shares in Q2 2026, an estimated $290K.
  • Vert Global Sustainable Real Estate ETF made up 0.17% of MASECO Private Wealth's portfolio in Q2 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 4 quarters since.
  • 87 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.