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 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 $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

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

Modera Wealth Management increased its Vert Global Sustainable Real Estate ETF (VGSR) stake by 3.5% in Q1 2026, buying an estimated $24K and bringing the position to 65,310 shares worth $675K. The position accounts for 0.01% of the portfolio, ranked #389.

Modera Wealth Management first reported a position in VGSR in Q4 2023 and has held it in 10 quarters since. The position peaked at $796K in Q2 2024. 89 funds tracked by Wall St. Rank hold VGSR as of Q1 2026.

Modera Wealth Management held 65,310 shares of Vert Global Sustainable Real Estate ETF worth $675K as of Q1 2026.
Modera Wealth Management bought 2,227 Vert Global Sustainable Real Estate ETF shares in Q1 2026, an estimated $24K.
Vert Global Sustainable Real Estate ETF made up 0.01% of Modera Wealth Management's portfolio in Q1 2026, its #389 holding.
Modera Wealth Management first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
Modera Wealth Management's Vert Global Sustainable Real Estate ETF position peaked at $796K in Q2 2024.
89 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.