Vise Technologies’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Vise Technologies’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	$121K	Buy	+11,353	New	+$129K	﹤0.01%	2033

Other funds holding VGSR

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

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

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Meritas Wealth Management Larkspur, California $278M AUM 18.16% 1-Year Est. Return

Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return

Red Lighthouse Investment Management New York $338M AUM 18.26% 1-Year Est. Return

Vise Technologies's VGSR Position: Q3 2026 in Review

Vise Technologies opened a new position in Vert Global Sustainable Real Estate ETF (VGSR) in Q3 2026: 11,353 shares worth $121K. The stake represents ﹤0.01% of the portfolio and ranks #2033 among its holdings.

36 funds tracked by Wall St. Rank hold VGSR as of Q3 2026.

Vise Technologies held 11,353 shares of Vert Global Sustainable Real Estate ETF worth $121K as of Q3 2026.
Vert Global Sustainable Real Estate ETF was a new Vise Technologies position in Q3 2026.
Vert Global Sustainable Real Estate ETF made up ﹤0.01% of Vise Technologies's portfolio in Q3 2026, its #2033 holding.
36 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q3 2026.

Based on Vise Technologies's 13F filing for Q3 2026, filed 29 Oct 2026.