Rockefeller Capital Management
VGSR icon

Rockefeller Capital Management’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Rockefeller Capital 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 		– Sell
-438
Closed -$4.53K – 4879
2026
Q1 		$4.53K Buy
+438
New +$4.71K ﹤0.01% 4269

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BJL
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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

Rockefeller Capital Management's VGSR Position: Q2 2026 in Review

Rockefeller Capital Management sold out of Vert Global Sustainable Real Estate ETF (VGSR) in Q2 2026, closing a stake of 438 shares — an estimated $4.53K sold.

Rockefeller Capital Management first reported a position in VGSR in Q1 2026 and held it in 1 quarter. The position peaked at $4.53K in Q1 2026. 87 funds tracked by Wall St. Rank hold VGSR as of Q2 2026.

  • Rockefeller Capital Management reported no remaining Vert Global Sustainable Real Estate ETF position as of Q2 2026 after selling out during the quarter.
  • Rockefeller Capital Management sold 438 Vert Global Sustainable Real Estate ETF shares in Q2 2026, an estimated $4.53K.
  • Rockefeller Capital Management first reported a position in Vert Global Sustainable Real Estate ETF in Q1 2026 and held it in 1 quarter.
  • Rockefeller Capital Management's Vert Global Sustainable Real Estate ETF position peaked at $4.53K in Q1 2026.
  • 87 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.