Parallel Advisors’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Parallel Advisors’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	$10.8K	Hold	953	–	–	﹤0.01%	2914
2026 Q1	$9.84K	Hold	953	–	–	﹤0.01%	2764
2025 Q4	$9.91K	Sell	953 -825	-46%	-$8.65K	﹤0.01%	2606
2025 Q3	$18.9K	Hold	1,778	–	–	﹤0.01%	2276
2025 Q2	$18.6K	Hold	1,778	–	–	﹤0.01%	2240
2025 Q1	$18K	Hold	1,778	–	–	﹤0.01%	2195
2024 Q4	$18K	Buy	+1,778	New	+$19K	﹤0.01%	2189

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

Parallel Advisors's VGSR Position: Q2 2026 in Review

Parallel Advisors held its Vert Global Sustainable Real Estate ETF (VGSR) position steady in Q2 2026 at 953 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2914.

Parallel Advisors first reported a position in VGSR in Q4 2024 and has held it in 7 quarters since. The position peaked at $18.9K in Q3 2025. 87 funds tracked by Wall St. Rank hold VGSR as of Q2 2026.

Parallel Advisors held 953 shares of Vert Global Sustainable Real Estate ETF worth $10.8K as of Q2 2026.
Parallel Advisors 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 Parallel Advisors's portfolio in Q2 2026, its #2914 holding.
Parallel Advisors first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
Parallel Advisors's Vert Global Sustainable Real Estate ETF position peaked at $18.9K in Q3 2025.
87 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.