SHGA
VGSR icon

Sand Hill Global Advisors’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Sand Hill Global Advisors’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 		$4.61M Buy
404,502
+7,897
+2% +$88.3K 0.14% 81
2026
Q1 		$4.1M Sell
396,605
-1,361
-0.3% -$14.6K 0.14% 81
2025
Q4 		$4.14M Buy
397,966
+23,175
+6% +$243K 0.14% 85
2025
Q3 		$3.99M Buy
+374,791
New +$3.95M 0.14% 88

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

Sand Hill Global Advisors's VGSR Position: Q2 2026 in Review

Sand Hill Global Advisors increased its Vert Global Sustainable Real Estate ETF (VGSR) stake by 2% in Q2 2026, buying an estimated $88.3K and bringing the position to 404,502 shares worth $4.61M. The position accounts for 0.14% of the portfolio, ranked #81.

Sand Hill Global Advisors first reported a position in VGSR in Q3 2025 and has held it in 4 quarters since. 87 funds tracked by Wall St. Rank hold VGSR as of Q2 2026.

  • Sand Hill Global Advisors held 404,502 shares of Vert Global Sustainable Real Estate ETF worth $4.61M as of Q2 2026.
  • Sand Hill Global Advisors bought 7,897 Vert Global Sustainable Real Estate ETF shares in Q2 2026, an estimated $88.3K.
  • Vert Global Sustainable Real Estate ETF made up 0.14% of Sand Hill Global Advisors's portfolio in Q2 2026, its #81 holding.
  • Sand Hill Global Advisors first reported a position in Vert Global Sustainable Real Estate ETF in Q3 2025 and has held it in 4 quarters since.
  • 87 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q2 2026.

Based on Sand Hill Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.