None of the 29 investors followed here reported a position in VGSR in their latest filing.
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
No member of Congress has disclosed a VGSR trade since 2025.
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.8 | 5.5 | -8.4 | 8.7 | 0.5 | 0.9 | 2.3 | -3.0 | -5.9 | 0.5 | +2.6% | ||
| 2025 | 1.0 | 2.5 | -3.2 | 0.4 | 3.0 | -0.2 | -1.7 | 4.0 | -0.4 | -1.6 | 1.1 | -1.8 | +2.8% |
| 2024 | -4.8 | 1.7 | 1.7 | -6.3 | 5.0 | 0.2 | 5.6 | 5.9 | 2.8 | -3.6 | 2.7 | -8.0 | +1.6% |
| 2023 | — |
The fund is an actively managed ETF that seeks to provide exposure to a broad portfolio of sustainable real estate companies. It invests in the securities of U.S. and non-U.S. companies with a focus on REITs or other pooled investment vehicles or companies that manage a portfolio of income producing real estate or real estate-related loans and that the advisor considers to be similar to REITs because of the way they are treated by tax authorities or because of the way they are required to conduct their business.
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