Red Lighthouse Investment Management’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Red Lighthouse Investment 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	$2.64M	Buy	231,474 +1,387	+0.6%	+$15.5K	0.79%	17
2026 Q1	$2.38M	Buy	230,087 +2,565	+1%	+$27.6K	0.8%	18
2025 Q4	$2.37M	Buy	227,522 +3,336	+1%	+$35K	0.85%	18
2025 Q3	$2.39M	Sell	224,186 -14,460	-6%	-$152K	0.83%	18
2025 Q2	$2.5M	Sell	238,646 -1,629	-0.7%	-$16.6K	0.95%	17
2025 Q1	$2.36M	Sell	240,275 -623	-0.3%	-$6.38K	0.96%	17
2024 Q4	$2.44M	Sell	240,898 -2,406	-1%	-$25.7K	0.96%	16
2024 Q3	$2.7M	Buy	243,304 +2,272	+0.9%	+$23.9K	1.06%	15
2024 Q2	$2.33M	Buy	241,032 +757	+0.3%	+$7.2K	0.98%	16
2024 Q1	$2.36M	Buy	240,275 +829	+0.3%	+$8.01K	0.95%	18
2023 Q4	$2.38M	Buy	+239,446	New	+$2.36M	1%	17

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

Red Lighthouse Investment Management's VGSR Position: Q2 2026 in Review

Red Lighthouse Investment Management increased its Vert Global Sustainable Real Estate ETF (VGSR) stake by 0.6% in Q2 2026, buying an estimated $15.5K and bringing the position to 231,474 shares worth $2.64M. The position accounts for 0.79% of the portfolio, ranked #17.

Red Lighthouse Investment Management first reported a position in VGSR in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.7M in Q3 2024. 86 funds tracked by Wall St. Rank hold VGSR as of Q2 2026.

Red Lighthouse Investment Management held 231,474 shares of Vert Global Sustainable Real Estate ETF worth $2.64M as of Q2 2026.
Red Lighthouse Investment Management bought 1,387 Vert Global Sustainable Real Estate ETF shares in Q2 2026, an estimated $15.5K.
Vert Global Sustainable Real Estate ETF made up 0.79% of Red Lighthouse Investment Management's portfolio in Q2 2026, its #17 holding.
Red Lighthouse Investment Management first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
Red Lighthouse Investment Management's Vert Global Sustainable Real Estate ETF position peaked at $2.7M in Q3 2024.
86 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q2 2026.

Based on Red Lighthouse Investment Management's 13F filing for Q2 2026, filed 4 Aug 2026.