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Millstone Evans Group’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Millstone Evans Group’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 		$16K Hold
1,408
– – 0.01% 530
2026
Q1 		$14.5K Hold
1,408
– – 0.01% 524
2025
Q4 		$14.6K Buy
+1,408
New +$14.8K 0.01% 504

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

Millstone Evans Group's VGSR Position: Q2 2026 in Review

Millstone Evans Group held its Vert Global Sustainable Real Estate ETF (VGSR) position steady in Q2 2026 at 1,408 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #530.

Millstone Evans Group first reported a position in VGSR in Q4 2025 and has held it in 3 quarters since. 87 funds tracked by Wall St. Rank hold VGSR as of Q2 2026.

  • Millstone Evans Group held 1,408 shares of Vert Global Sustainable Real Estate ETF worth $16K as of Q2 2026.
  • Millstone Evans Group left its Vert Global Sustainable Real Estate ETF share count unchanged in Q2 2026.
  • Vert Global Sustainable Real Estate ETF made up 0.01% of Millstone Evans Group's portfolio in Q2 2026, its #530 holding.
  • Millstone Evans Group first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2025 and has held it in 3 quarters since.
  • 87 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.