Wealthspire Advisors (New York)’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Wealthspire Advisors (New York)’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	$17.3M	Buy	+1,516,164	New	+$16.9M	0.1%	129

Other funds holding VGSR

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

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

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

Wealthspire Advisors (New York)'s VGSR Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Vert Global Sustainable Real Estate ETF (VGSR) in Q2 2026: 1,516,164 shares worth $17.3M. The stake represents 0.1% of the portfolio and ranks #129 among its holdings.

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

Wealthspire Advisors (New York) held 1,516,164 shares of Vert Global Sustainable Real Estate ETF worth $17.3M as of Q2 2026.
Vert Global Sustainable Real Estate ETF was a new Wealthspire Advisors (New York) position in Q2 2026.
Vert Global Sustainable Real Estate ETF made up 0.1% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #129 holding.
67 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.