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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
Q2 		$957K Sell
84,057
-7,935
-9% -$88.7K 0.15% 72
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 $952M AUM 22.68% 1-Year Est. Return
BJL
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
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

Mason & Associates (California)'s VGSR Position: Q2 2026 in Review

Mason & Associates (California) reduced its Vert Global Sustainable Real Estate ETF (VGSR) stake by 8.6% in Q2 2026, selling an estimated $88.7K and leaving 84,057 shares worth $957K. The position accounts for 0.15% of the portfolio, ranked #72.

Mason & Associates (California) first reported a position in VGSR in Q4 2025 and has held it in 3 quarters since. The position peaked at $960K in Q4 2025. 87 funds tracked by Wall St. Rank hold VGSR as of Q2 2026.

  • Mason & Associates (California) held 84,057 shares of Vert Global Sustainable Real Estate ETF worth $957K as of Q2 2026.
  • Mason & Associates (California) sold 7,935 Vert Global Sustainable Real Estate ETF shares in Q2 2026, an estimated $88.7K.
  • Vert Global Sustainable Real Estate ETF made up 0.15% of Mason & Associates (California)'s portfolio in Q2 2026, its #72 holding.
  • Mason & Associates (California) first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2025 and has held it in 3 quarters since.
  • Mason & Associates (California)'s Vert Global Sustainable Real Estate ETF position peaked at $960K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.