Natural Investments’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Natural Investments’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	$10M	Buy	880,979 +68,736	+8%	+$768K	2.2%	9
2026 Q1	$8.39M	Buy	812,243 +96,464	+13%	+$1.04M	2.07%	9
2025 Q4	$7.44M	Buy	+715,779	New	+$7.51M	1.85%	10
2025 Q3	–	Sell	-226,836	Closed	-$2.37M	–	293
2025 Q2	$2.37M	Sell	226,836 -5,289	-2%	-$54K	0.61%	40
2025 Q1	$2.35M	Buy	232,125 +13,257	+6%	+$136K	0.67%	42
2024 Q4	$2.21M	Buy	+218,868	New	+$2.34M	0.61%	43

Other funds holding VGSR

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

NBWM

North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Natural Investments's VGSR Position: Q2 2026 in Review

Natural Investments increased its Vert Global Sustainable Real Estate ETF (VGSR) stake by 8.5% in Q2 2026, buying an estimated $768K and bringing the position to 880,979 shares worth $10M. The position accounts for 2.2% of the portfolio, ranked #9.

Natural Investments first reported a position in VGSR in Q4 2024 and has held it in 6 quarters since. 55 funds tracked by Wall St. Rank hold VGSR as of Q2 2026.

Natural Investments held 880,979 shares of Vert Global Sustainable Real Estate ETF worth $10M as of Q2 2026.
Natural Investments bought 68,736 Vert Global Sustainable Real Estate ETF shares in Q2 2026, an estimated $768K.
Vert Global Sustainable Real Estate ETF made up 2.2% of Natural Investments's portfolio in Q2 2026, its #9 holding.
Natural Investments first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2024 and has held it in 6 quarters since.
55 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.