Willow Creek Wealth Management’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Willow Creek Wealth Management’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 Q3	$5.05M	Buy	474,258 +23,993	+5%	+$253K	0.42%	38
2025 Q2	$4.71M	Buy	450,265 +4,790	+1%	+$48.9K	0.42%	37
2025 Q1	$4.52M	Buy	445,475 +21,026	+5%	+$215K	0.44%	36
2024 Q4	$4.3M	Buy	424,449 +12,811	+3%	+$137K	0.44%	34
2024 Q3	$4.57M	Buy	411,638 +9,006	+2%	+$94.5K	0.48%	36
2024 Q2	$3.89M	Buy	402,632 +60,706	+18%	+$578K	0.44%	37
2024 Q1	$3.35M	Buy	341,926 +4,202	+1%	+$40.6K	0.39%	40
2023 Q4	$3.36M	Buy	+337,724	New	+$3.33M	0.42%	37

Other funds holding VGSR

AWP

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 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 $777M AUM 13.71% 1-Year Est. Return

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

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

FFM

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

MWM

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

CCM

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

SWA

SOA Wealth Advisors New York $530M AUM 19.89% 1-Year Est. Return

Willow Creek Wealth Management's VGSR Position: Q3 2025 in Review

Willow Creek Wealth Management increased its Vert Global Sustainable Real Estate ETF (VGSR) stake by 5.3% in Q3 2025, buying an estimated $253K and bringing the position to 474,258 shares worth $5.05M. The position accounts for 0.42% of the portfolio, ranked #38.

Willow Creek Wealth Management first reported a position in VGSR in Q4 2023 and has held it in 8 quarters since. 85 funds tracked by Wall St. Rank hold VGSR as of Q3 2025.

Willow Creek Wealth Management held 474,258 shares of Vert Global Sustainable Real Estate ETF worth $5.05M as of Q3 2025.
Willow Creek Wealth Management bought 23,993 Vert Global Sustainable Real Estate ETF shares in Q3 2025, an estimated $253K.
Vert Global Sustainable Real Estate ETF made up 0.42% of Willow Creek Wealth Management's portfolio in Q3 2025, its #38 holding.
Willow Creek Wealth Management first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2023 and has held it in 8 quarters since.
85 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.