Silver Oak Advisory Group’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Silver Oak Advisory Group’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 Q3	$1.14M	Buy	106,957 +2,190	+2%	+$24.9K	0.44%	29
2026 Q2	$1.19M	Buy	104,767 +8,623	+9%	+$96.4K	0.47%	27
2026 Q1	$993K	Sell	96,144 -580	-0.6%	-$6.24K	0.43%	31
2025 Q4	$1M	Buy	96,724 +11,893	+14%	+$125K	0.45%	29
2025 Q3	$903K	Buy	84,831 +7,319	+9%	+$77.1K	0.41%	33
2025 Q2	$810K	Buy	77,512 +11,976	+18%	+$122K	0.39%	34
2025 Q1	$664K	Buy	65,536 +1,020	+2%	+$10.4K	0.35%	33
2024 Q4	$652K	Buy	64,516 +3,153	+5%	+$33.7K	0.34%	33
2024 Q3	$681K	Buy	61,363 +106	+0.2%	+$1.11K	0.35%	33
2024 Q2	$592K	Buy	61,257 +5,989	+11%	+$57K	0.33%	33
2024 Q1	$542K	Sell	55,268 -300	-0.5%	-$2.9K	0.3%	35
2023 Q4	$553K	Buy	+55,568	New	+$548K	0.32%	31

Other funds holding VGSR

Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Natural Investments Windsor, California $471M AUM 21.91% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

North Berkeley Wealth Management Berkeley, California $258M AUM 15.55% 1-Year Est. Return

Silver Oak Advisory Group's VGSR Position: Q3 2026 in Review

Silver Oak Advisory Group increased its Vert Global Sustainable Real Estate ETF (VGSR) stake by 2.1% in Q3 2026, buying an estimated $24.9K and bringing the position to 106,957 shares worth $1.14M. The position accounts for 0.44% of the portfolio, ranked #29.

Silver Oak Advisory Group first reported a position in VGSR in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.19M in Q2 2026. 52 funds tracked by Wall St. Rank hold VGSR as of Q3 2026.

Silver Oak Advisory Group held 106,957 shares of Vert Global Sustainable Real Estate ETF worth $1.14M as of Q3 2026.
Silver Oak Advisory Group bought 2,190 Vert Global Sustainable Real Estate ETF shares in Q3 2026, an estimated $24.9K.
Vert Global Sustainable Real Estate ETF made up 0.44% of Silver Oak Advisory Group's portfolio in Q3 2026, its #29 holding.
Silver Oak Advisory Group first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2023 and has held it in 12 quarters since.
Silver Oak Advisory Group's Vert Global Sustainable Real Estate ETF position peaked at $1.19M in Q2 2026.
52 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q3 2026.

Based on Silver Oak Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.