Meritas Wealth Management’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Meritas Wealth Management’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	$2.33M	Buy	225,198 +21,122	+10%	+$227K	1.05%	14
2025 Q4	$2.12M	Buy	204,076 +3,928	+2%	+$41.2K	1.02%	15
2025 Q3	$2.13M	Buy	200,148 +1,786	+0.9%	+$18.8K	1.06%	16
2025 Q2	$2.07M	Buy	198,362 +1,441	+0.7%	+$14.7K	1.14%	15
2025 Q1	$2M	Buy	196,921 +36,863	+23%	+$377K	1.17%	15
2024 Q4	$1.62M	Buy	160,058 +5,065	+3%	+$54.1K	0.97%	17
2024 Q3	$1.72M	Buy	154,993 +21,478	+16%	+$225K	1.07%	17
2024 Q2	$1.29M	Buy	133,515 +20,088	+18%	+$191K	0.91%	18
2024 Q1	$1.11M	Buy	+113,427	New	+$1.1M	0.77%	21

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

Meritas Wealth Management's VGSR Position: Q1 2026 in Review

Meritas Wealth Management increased its Vert Global Sustainable Real Estate ETF (VGSR) stake by 10% in Q1 2026, buying an estimated $227K and bringing the position to 225,198 shares worth $2.33M. The position accounts for 1.05% of the portfolio, ranked #14.

Meritas Wealth Management first reported a position in VGSR in Q1 2024 and has held it in 9 quarters since. 89 funds tracked by Wall St. Rank hold VGSR as of Q1 2026.

Meritas Wealth Management held 225,198 shares of Vert Global Sustainable Real Estate ETF worth $2.33M as of Q1 2026.
Meritas Wealth Management bought 21,122 Vert Global Sustainable Real Estate ETF shares in Q1 2026, an estimated $227K.
Vert Global Sustainable Real Estate ETF made up 1.05% of Meritas Wealth Management's portfolio in Q1 2026, its #14 holding.
Meritas Wealth Management first reported a position in Vert Global Sustainable Real Estate ETF in Q1 2024 and has held it in 9 quarters since.
89 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q1 2026.

Based on Meritas Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.