UBS Group
VGSR icon

UBS Group’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

UBS 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
2025
Q4 		– Sell
-721
Closed -$7.68K – 11208
2025
Q3 		$7.68K Buy
+721
New +$7.6K ﹤0.01% 8709
2025
Q1 		– Sell
-1,661
Closed -$16.8K – 10756
2024
Q4 		$16.8K Sell
1,661
-8,441
-84% -$90.2K ﹤0.01% 7991
2024
Q3 		$112K Buy
+10,102
New +$106K ﹤0.01% 6270
2024
Q2 		– Sell
-2,543
Closed -$24.9K – 10135
2024
Q1 		$24.9K Buy
2,543
+2,199
+639% +$21.2K ﹤0.01% 6822
2023
Q4 		$3.43K Buy
+344
New +$3.39K ﹤0.01% 7971

Other funds holding VGSR

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 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 $7.79B AUM 20.38% 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
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

UBS Group's VGSR Position: Q4 2025 in Review

UBS Group sold out of Vert Global Sustainable Real Estate ETF (VGSR) in Q4 2025, closing a stake of 721 shares — an estimated $7.68K sold.

UBS Group first reported a position in VGSR in Q4 2023 and held it in 5 quarters. The position peaked at $112K in Q3 2024. 85 funds tracked by Wall St. Rank hold VGSR as of Q4 2025.

  • UBS Group reported no remaining Vert Global Sustainable Real Estate ETF position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 721 Vert Global Sustainable Real Estate ETF shares in Q4 2025, an estimated $7.68K.
  • UBS Group first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2023 and held it in 5 quarters.
  • UBS Group's Vert Global Sustainable Real Estate ETF position peaked at $112K in Q3 2024.
  • 85 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.