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

Private Wealth Management 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
Q2 		$514K Buy
45,151
+4,119
+10% +$46K 0.12% 64
2026
Q1 		$424K Buy
41,032
+1,599
+4% +$17.2K 0.11% 61
2025
Q4 		$410K Buy
39,433
+3,941
+11% +$41.3K 0.11% 63
2025
Q3 		$378K Buy
35,492
+884
+3% +$9.31K 0.1% 63
2025
Q2 		$362K Sell
34,608
-878
-2% -$8.96K 0.12% 63
2025
Q1 		$360K Sell
35,486
-327
-0.9% -$3.35K 0.13% 60
2024
Q4 		$362K Buy
35,813
+1,105
+3% +$11.8K 0.14% 59
2024
Q3 		$386K Buy
34,708
+2,822
+9% +$29.6K 0.15% 55
2024
Q2 		$308K Buy
31,886
+6,835
+27% +$65K 0.13% 60
2024
Q1 		$246K Buy
25,051
+4,894
+24% +$47.3K 0.11% 59
2023
Q4 		$201K Buy
+20,157
New +$199K 0.1% 67

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
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
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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

Private Wealth Management Group's VGSR Position: Q2 2026 in Review

Private Wealth Management Group increased its Vert Global Sustainable Real Estate ETF (VGSR) stake by 10% in Q2 2026, buying an estimated $46K and bringing the position to 45,151 shares worth $514K. The position accounts for 0.12% of the portfolio, ranked #64.

Private Wealth Management Group 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.

  • Private Wealth Management Group held 45,151 shares of Vert Global Sustainable Real Estate ETF worth $514K as of Q2 2026.
  • Private Wealth Management Group bought 4,119 Vert Global Sustainable Real Estate ETF shares in Q2 2026, an estimated $46K.
  • Vert Global Sustainable Real Estate ETF made up 0.12% of Private Wealth Management Group's portfolio in Q2 2026, its #64 holding.
  • Private Wealth Management Group 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 Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.