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 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

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 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 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

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Silver Oak Advisory Group's VGSR Position: Q1 2026 in Review

Silver Oak Advisory Group reduced its Vert Global Sustainable Real Estate ETF (VGSR) stake by 0.6% in Q1 2026, selling an estimated $6.24K and leaving 96,144 shares worth $993K. The position accounts for 0.43% of the portfolio, ranked #31.

Silver Oak Advisory Group first reported a position in VGSR in Q4 2023 and has held it in 10 quarters since. The position peaked at $1M in Q4 2025. 89 funds tracked by Wall St. Rank hold VGSR as of Q1 2026.

Silver Oak Advisory Group held 96,144 shares of Vert Global Sustainable Real Estate ETF worth $993K as of Q1 2026.
Silver Oak Advisory Group sold 580 Vert Global Sustainable Real Estate ETF shares in Q1 2026, an estimated $6.24K.
Vert Global Sustainable Real Estate ETF made up 0.43% of Silver Oak Advisory Group's portfolio in Q1 2026, its #31 holding.
Silver Oak Advisory Group first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
Silver Oak Advisory Group's Vert Global Sustainable Real Estate ETF position peaked at $1M in Q4 2025.
89 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q1 2026.

Based on Silver Oak Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.