Rossby Financial’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Rossby Financial’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	$797	Buy	+70	New	+$782	﹤0.01%	1951

Other funds holding VGSR

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

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 $978M AUM 12.87% 1-Year Est. Return

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

Rossby Financial's VGSR Position: Q2 2026 in Review

Rossby Financial opened a new position in Vert Global Sustainable Real Estate ETF (VGSR) in Q2 2026: 70 shares worth $797. The stake represents ﹤0.01% of the portfolio and ranks #1951 among its holdings.

87 funds tracked by Wall St. Rank hold VGSR as of Q2 2026.

Rossby Financial held 70 shares of Vert Global Sustainable Real Estate ETF worth $797 as of Q2 2026.
Vert Global Sustainable Real Estate ETF was a new Rossby Financial position in Q2 2026.
Vert Global Sustainable Real Estate ETF made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1951 holding.
87 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.