TAWM
VGSR icon

Three Arch Wealth Management’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Three Arch Wealth Management’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 		$147K Buy
+12,908
New +$144K 0.02% 68

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

Three Arch Wealth Management's VGSR Position: Q2 2026 in Review

Three Arch Wealth Management opened a new position in Vert Global Sustainable Real Estate ETF (VGSR) in Q2 2026: 12,908 shares worth $147K. The stake represents 0.02% of the portfolio and ranks #68 among its holdings.

86 funds tracked by Wall St. Rank hold VGSR as of Q2 2026.

  • Three Arch Wealth Management held 12,908 shares of Vert Global Sustainable Real Estate ETF worth $147K as of Q2 2026.
  • Vert Global Sustainable Real Estate ETF was a new Three Arch Wealth Management position in Q2 2026.
  • Vert Global Sustainable Real Estate ETF made up 0.02% of Three Arch Wealth Management's portfolio in Q2 2026, its #68 holding.
  • 86 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q2 2026.

Based on Three Arch Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.