Perigon Wealth Management
VGSR icon

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

Perigon 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 		$2.46M Sell
216,361
-519
-0.2% -$5.8K 0.04% 367
2026
Q1 		$2.24M Buy
216,880
+4,225
+2% +$45.5K 0.04% 352
2025
Q4 		$2.21M Buy
212,655
+20,158
+10% +$211K 0.04% 348
2025
Q3 		$2.05M Sell
192,497
-251
-0.1% -$2.64K 0.04% 351
2025
Q2 		$2.02M Sell
192,748
-8,665
-4% -$88.4K 0.05% 328
2025
Q1 		$2.04M Buy
201,413
+14,302
+8% +$146K 0.05% 302
2024
Q4 		$1.9M Sell
187,111
-4,499
-2% -$48.1K 0.05% 316
2024
Q3 		$2.13M Sell
191,610
-37,056
-16% -$389K 0.06% 278
2024
Q2 		$2.21M Sell
228,666
-7,485
-3% -$71.2K 0.06% 245
2024
Q1 		$2.32M Sell
236,151
-10,619
-4% -$103K 0.07% 232
2023
Q4 		$2.46M Buy
+246,770
New +$2.43M 0.08% 204

Other funds holding VGSR

Abacus Wealth Partners
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Brighton Jones LLC
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
First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PFG Investments
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Natural Investments
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

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

Perigon Wealth Management reduced its Vert Global Sustainable Real Estate ETF (VGSR) stake by 0.24% in Q2 2026, selling an estimated $5.8K and leaving 216,361 shares worth $2.46M. The position accounts for 0.04% of the portfolio, ranked #367.

Perigon Wealth Management first reported a position in VGSR in Q4 2023 and has held it in 11 quarters since. 87 funds tracked by Wall St. Rank hold VGSR as of Q2 2026.

  • Perigon Wealth Management held 216,361 shares of Vert Global Sustainable Real Estate ETF worth $2.46M as of Q2 2026.
  • Perigon Wealth Management sold 519 Vert Global Sustainable Real Estate ETF shares in Q2 2026, an estimated $5.8K.
  • Vert Global Sustainable Real Estate ETF made up 0.04% of Perigon Wealth Management's portfolio in Q2 2026, its #367 holding.
  • Perigon Wealth Management first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • 87 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.