Pine Grove Financial Group
VGSR icon

Pine Grove Financial Group’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Pine Grove Financial Group’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
Q3 		$855K Sell
80,513
-2,208
-3% -$25.1K 0.08% 105
2026
Q2 		$942K Buy
82,721
+889
+1% +$9.9K 0.1% 96
2026
Q1 		$845K Sell
81,832
-384
-0.5% -$4.13K 0.1% 93
2025
Q4 		$855K Buy
+82,216
New +$862K 0.1% 89

Other funds holding VGSR

First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Colorado Capital Management
Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Meritas Wealth Management
Meritas Wealth Management Larkspur, California $278M AUM 18.16% 1-Year Est. Return
Allodium Investment Consultants
Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Level Financial Advisors
Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return

Pine Grove Financial Group's VGSR Position: Q3 2026 in Review

Pine Grove Financial Group reduced its Vert Global Sustainable Real Estate ETF (VGSR) stake by 2.7% in Q3 2026, selling an estimated $25.1K and leaving 80,513 shares worth $855K. The position accounts for 0.08% of the portfolio, ranked #105.

Pine Grove Financial Group first reported a position in VGSR in Q4 2025 and has held it in 4 quarters since. The position peaked at $942K in Q2 2026. 25 funds tracked by Wall St. Rank hold VGSR as of Q3 2026.

  • Pine Grove Financial Group held 80,513 shares of Vert Global Sustainable Real Estate ETF worth $855K as of Q3 2026.
  • Pine Grove Financial Group sold 2,208 Vert Global Sustainable Real Estate ETF shares in Q3 2026, an estimated $25.1K.
  • Vert Global Sustainable Real Estate ETF made up 0.08% of Pine Grove Financial Group's portfolio in Q3 2026, its #105 holding.
  • Pine Grove Financial Group first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2025 and has held it in 4 quarters since.
  • Pine Grove Financial Group's Vert Global Sustainable Real Estate ETF position peaked at $942K in Q2 2026.
  • 25 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q3 2026.

Based on Pine Grove Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.