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 Q1	$57.1K	Buy	+5,523	New	+$59.4K	0.02%	267

Other funds holding VGSR

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $777M AUM 13.71% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

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

Westfuller Advisors's VGSR Position: Q1 2026 in Review

Westfuller Advisors opened a new position in Vert Global Sustainable Real Estate ETF (VGSR) in Q1 2026: 5,523 shares worth $57.1K. The stake represents 0.02% of the portfolio and ranks #267 among its holdings.

89 funds tracked by Wall St. Rank hold VGSR as of Q1 2026.

Westfuller Advisors held 5,523 shares of Vert Global Sustainable Real Estate ETF worth $57.1K as of Q1 2026.
Vert Global Sustainable Real Estate ETF was a new Westfuller Advisors position in Q1 2026.
Vert Global Sustainable Real Estate ETF made up 0.02% of Westfuller Advisors's portfolio in Q1 2026, its #267 holding.
89 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.