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VGSR icon

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
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 $1.1B AUM 14.74% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $777M AUM 13.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
NI
Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.78B AUM 22.78% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return