Westfuller Advisors
VGSR icon

Westfuller Advisors’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Westfuller Advisors’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 		$62.9K Hold
5,523
– – 0.02% 282
2026
Q1 		$57.1K Buy
+5,523
New +$59.4K 0.02% 267

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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
First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PFG Investments
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Natural Investments
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

Westfuller Advisors's VGSR Position: Q2 2026 in Review

Westfuller Advisors held its Vert Global Sustainable Real Estate ETF (VGSR) position steady in Q2 2026 at 5,523 shares worth $62.9K. The position accounts for 0.02% of the portfolio, ranked #282.

Westfuller Advisors first reported a position in VGSR in Q1 2026 and has held it in 2 quarters since. 87 funds tracked by Wall St. Rank hold VGSR as of Q2 2026.

  • Westfuller Advisors held 5,523 shares of Vert Global Sustainable Real Estate ETF worth $62.9K as of Q2 2026.
  • Westfuller Advisors left its Vert Global Sustainable Real Estate ETF share count unchanged in Q2 2026.
  • Vert Global Sustainable Real Estate ETF made up 0.02% of Westfuller Advisors's portfolio in Q2 2026, its #282 holding.
  • Westfuller Advisors first reported a position in Vert Global Sustainable Real Estate ETF in Q1 2026 and has held it in 2 quarters since.
  • 87 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.