MWM
VGSR icon

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

Modern 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 		– Sell
-14,606
Closed -$152K – 1142
2026
Q1 		$152K Sell
14,606
-20,804
-59% -$224K ﹤0.01% 851
2025
Q4 		$368K Hold
35,410
– – 0.01% 622
2025
Q3 		$377K Hold
35,410
– – 0.01% 576
2025
Q2 		$370K Buy
+35,410
New +$361K 0.01% 556

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

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

Modern Wealth Management sold out of Vert Global Sustainable Real Estate ETF (VGSR) in Q2 2026, closing a stake of 14,606 shares — an estimated $152K sold.

Modern Wealth Management first reported a position in VGSR in Q2 2025 and held it in 4 quarters. The position peaked at $377K in Q3 2025. 87 funds tracked by Wall St. Rank hold VGSR as of Q2 2026.

  • Modern Wealth Management reported no remaining Vert Global Sustainable Real Estate ETF position as of Q2 2026 after selling out during the quarter.
  • Modern Wealth Management sold 14,606 Vert Global Sustainable Real Estate ETF shares in Q2 2026, an estimated $152K.
  • Modern Wealth Management first reported a position in Vert Global Sustainable Real Estate ETF in Q2 2025 and held it in 4 quarters.
  • Modern Wealth Management's Vert Global Sustainable Real Estate ETF position peaked at $377K in Q3 2025.
  • 87 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.