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

Savant Capital’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	$12.3M	Buy	1,123,472 +616,329	+122%	+$6.89M	0.04%	260
2026 Q1	$5.24M	Buy	507,143 +54,059	+12%	+$582K	0.03%	259
2025 Q4	$4.71M	Buy	453,084 +185,705	+69%	+$1.95M	0.03%	255
2025 Q3	$2.85M	Buy	267,379 +58,392	+28%	+$615K	0.02%	324
2025 Q2	$2.19M	Buy	208,987 +62,586	+43%	+$638K	0.02%	344
2025 Q1	$1.48M	Buy	146,401 +39,234	+37%	+$402K	0.01%	383
2024 Q4	$1.08M	Buy	107,167 +15,968	+18%	+$171K	0.01%	622
2024 Q3	$1.01M	Sell	91,199 -9,259	-9%	-$97.2K	0.01%	643
2024 Q2	$971K	Sell	100,458 -40,277	-29%	-$383K	0.01%	598
2024 Q1	$1.38M	Sell	140,735 -72,844	-34%	-$704K	0.02%	457
2023 Q4	$2.13M	Buy	+213,579	New	+$2.11M	0.03%	280

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

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

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

Savant Capital's VGSR Position: Q2 2026 in Review

Savant Capital increased its Vert Global Sustainable Real Estate ETF (VGSR) stake by 122% in Q2 2026, buying an estimated $6.89M and bringing the position to 1,123,472 shares worth $12.3M. The position accounts for 0.04% of the portfolio, ranked #260.

Savant Capital first reported a position in VGSR in Q4 2023 and has held it in 11 quarters since. 86 funds tracked by Wall St. Rank hold VGSR as of Q2 2026.

Savant Capital held 1,123,472 shares of Vert Global Sustainable Real Estate ETF worth $12.3M as of Q2 2026.
Savant Capital bought 616,329 Vert Global Sustainable Real Estate ETF shares in Q2 2026, an estimated $6.89M.
Vert Global Sustainable Real Estate ETF made up 0.04% of Savant Capital's portfolio in Q2 2026, its #260 holding.
Savant Capital first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
86 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.