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Mason & Associates (California)’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Mason & Associates (California)’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 		$935K Sell
91,992
-311
-0.3% -$3.35K 0.18% 62
2025
Q4 		$960K Buy
+92,303
New +$968K 0.18% 64

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

Mason & Associates (California)'s VGSR Position: Q1 2026 in Review

Mason & Associates (California) reduced its Vert Global Sustainable Real Estate ETF (VGSR) stake by 0.34% in Q1 2026, selling an estimated $3.35K and leaving 91,992 shares worth $935K. The position accounts for 0.18% of the portfolio, ranked #62.

Mason & Associates (California) first reported a position in VGSR in Q4 2025 and has held it in 2 quarters since. The position peaked at $960K in Q4 2025. 89 funds tracked by Wall St. Rank hold VGSR as of Q1 2026.

  • Mason & Associates (California) held 91,992 shares of Vert Global Sustainable Real Estate ETF worth $935K as of Q1 2026.
  • Mason & Associates (California) sold 311 Vert Global Sustainable Real Estate ETF shares in Q1 2026, an estimated $3.35K.
  • Vert Global Sustainable Real Estate ETF made up 0.18% of Mason & Associates (California)'s portfolio in Q1 2026, its #62 holding.
  • Mason & Associates (California) first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2025 and has held it in 2 quarters since.
  • Mason & Associates (California)'s Vert Global Sustainable Real Estate ETF position peaked at $960K in Q4 2025.
  • 89 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q1 2026.

Based on Mason & Associates (California)'s 13F filing for Q1 2026, filed 30 Apr 2026.