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

Modera 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 Q2	$723K	Sell	63,499 -1,811	-3%	-$20.2K	0.01%	396
2026 Q1	$675K	Buy	65,310 +2,227	+4%	+$24K	0.01%	389
2025 Q4	$656K	Sell	63,083 -5,120	-8%	-$53.7K	0.01%	404
2025 Q3	$726K	Hold	68,203	–	–	0.01%	390
2025 Q2	$713K	Buy	68,203 +325	+0.5%	+$3.32K	0.01%	378
2025 Q1	$688K	Buy	67,878 +130	+0.2%	+$1.33K	0.01%	371
2024 Q4	$686K	Sell	67,748 -3,089	-4%	-$33K	0.01%	379
2024 Q3	$787K	Sell	70,837 -11,439	-14%	-$120K	0.01%	346
2024 Q2	$796K	Buy	82,276 +7,913	+11%	+$75.3K	0.01%	321
2024 Q1	$729K	Buy	74,363 +3,757	+5%	+$36.3K	0.01%	343
2023 Q4	$703K	Buy	+70,606	New	+$697K	0.01%	329

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

Modera Wealth Management's VGSR Position: Q2 2026 in Review

Modera Wealth Management reduced its Vert Global Sustainable Real Estate ETF (VGSR) stake by 2.8% in Q2 2026, selling an estimated $20.2K and leaving 63,499 shares worth $723K. The position accounts for 0.01% of the portfolio, ranked #396.

Modera Wealth Management first reported a position in VGSR in Q4 2023 and has held it in 11 quarters since. The position peaked at $796K in Q2 2024. 87 funds tracked by Wall St. Rank hold VGSR as of Q2 2026.

Modera Wealth Management held 63,499 shares of Vert Global Sustainable Real Estate ETF worth $723K as of Q2 2026.
Modera Wealth Management sold 1,811 Vert Global Sustainable Real Estate ETF shares in Q2 2026, an estimated $20.2K.
Vert Global Sustainable Real Estate ETF made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #396 holding.
Modera Wealth Management first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
Modera Wealth Management's Vert Global Sustainable Real Estate ETF position peaked at $796K in Q2 2024.
87 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.