Pine Haven Investment Counsel’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Pine Haven Investment Counsel’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	$928K	Buy	81,487 +1,700	+2%	+$19K	0.62%	47
2026 Q1	$824K	Buy	79,787 +9,430	+13%	+$101K	0.61%	47
2025 Q4	$732K	Buy	70,357 +2,251	+3%	+$23.6K	0.52%	57
2025 Q3	$725K	Hold	68,106	–	–	0.52%	57
2025 Q2	$712K	Buy	68,106 +1,475	+2%	+$15K	0.56%	53
2025 Q1	$676K	Sell	66,631 -153	-0.2%	-$1.57K	0.57%	49
2024 Q4	$676K	Buy	66,784 +3,240	+5%	+$34.6K	0.56%	50
2024 Q3	$706K	Buy	63,544 +1,000	+2%	+$10.5K	0.57%	48
2024 Q2	$605K	Buy	62,544 +3,249	+5%	+$30.9K	0.52%	51
2024 Q1	$581K	Buy	59,295 +3,150	+6%	+$30.4K	0.51%	52
2023 Q4	$559K	Buy	+56,145	New	+$554K	0.52%	54

Other funds holding VGSR

CCM

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

AIC

Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

LFA

Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

Pine Haven Investment Counsel's VGSR Position: Q2 2026 in Review

Pine Haven Investment Counsel increased its Vert Global Sustainable Real Estate ETF (VGSR) stake by 2.1% in Q2 2026, buying an estimated $19K and bringing the position to 81,487 shares worth $928K. The position accounts for 0.62% of the portfolio, ranked #47.

Pine Haven Investment Counsel first reported a position in VGSR in Q4 2023 and has held it in 11 quarters since. 9 funds tracked by Wall St. Rank hold VGSR as of Q2 2026.

Pine Haven Investment Counsel held 81,487 shares of Vert Global Sustainable Real Estate ETF worth $928K as of Q2 2026.
Pine Haven Investment Counsel bought 1,700 Vert Global Sustainable Real Estate ETF shares in Q2 2026, an estimated $19K.
Vert Global Sustainable Real Estate ETF made up 0.62% of Pine Haven Investment Counsel's portfolio in Q2 2026, its #47 holding.
Pine Haven Investment Counsel first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
9 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q2 2026.

Based on Pine Haven Investment Counsel's 13F filing for Q2 2026, filed 8 Jul 2026.