Vert Global Sustainable Real Estate ETF (VGSR) Institutional Ownership $10.54 +0.06 (+0.57%) As of 07/3/2025 12:59 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipRatingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Vert Global Sustainable Real Estate ETF (NASDAQ:VGSR)Number ofInstitutional Buyers(last 12 months)6TotalInstitutional Inflows(last 12 months)$1.32MNumber ofInstitutional Sellers(last 12 months)4TotalInstitutional Outflows(last 12 months)$306.55K Get VGSR Insider Trade Alerts Want to know when executives and insiders are buying or selling Vert Global Sustainable Real Estate ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data VGSR Institutional Buying and Selling by Quarter Vert Global Sustainable Real Estate ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/15/2025Betterment LLC88,688$899K0.0%-1.4%0.212% 5/9/2025Greykasell Wealth Strategies Inc.7,175$73K0.0%-30.7%0.017% 5/5/2025Crestwood Advisors Group LLC16,608$168K0.0%-7.0%0.040% 4/29/2025Cloud Capital Management LLC17,536$176K0.1%N/A0.042% 4/14/2025SOA Wealth Advisors LLC.361,493$3.67M0.4%+1.6%0.869% 2/17/2025Ethic Inc.19,891$201K0.0%-34.0%0.048% 2/14/2025Betterment LLC89,951$910K0.0%+38.8%0.218% 2/12/2025Ariadne Wealth Management LP60,533$626K0.3%+51.1%0.147% 2/10/2025Greykasell Wealth Strategies Inc.10,351$105K0.1%N/A0.025% 2/4/2025Crestwood Advisors Group LLC17,867$181K0.0%-16.2%0.043% 1/28/2025SOA Wealth Advisors LLC.355,942$3.60M0.7%+1.0%0.862% 11/20/2024SOA Wealth Advisors LLC.352,548$3.92M0.7%+1.8%0.919% 10/30/2024Crestwood Advisors Group LLC21,322$237K0.0%-27.9%0.056% 10/15/2024Aspect Partners LLC6,794$75K0.0%N/A0.018% 8/1/2024Crestwood Advisors Group LLC29,570$286K0.0%-6.1%0.077% 7/17/2024SOA Wealth Advisors LLC.346,427$3.35M0.7%+11.3%0.908% 4/10/2024SOA Wealth Advisors LLC.311,175$3.05M0.6%N/A0.859% 1/29/2024Crestwood Advisors Group LLC30,827$307K0.0%N/A0.087% 1/19/2024AdvisorNet Financial Inc12,478$124K0.0%N/A0.035% (Data available from 1/1/2016 forward) VGSR Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of VGSR shares? During the previous two years, 9 institutional investors and hedge funds held shares of Vert Global Sustainable Real Estate ETF. The most heavily invested institutionals were SOA Wealth Advisors LLC. ($3.67M), Betterment LLC ($899K), Ariadne Wealth Management LP ($626K), Ethic Inc. ($201K), Cloud Capital Management LLC ($176K), Crestwood Advisors Group LLC ($168K), and AdvisorNet Financial Inc ($124K).Learn more on Vert Global Sustainable Real Estate ETF's institutional investors. Which institutional investors have been buying Vert Global Sustainable Real Estate ETF's stock? The following institutional investors have purchased Vert Global Sustainable Real Estate ETF's stock in the last 24 months: SOA Wealth Advisors LLC. ($361.49K), Crestwood Advisors Group LLC ($30.83K), Betterment LLC ($25.15K), Ariadne Wealth Management LP ($20.48K), Cloud Capital Management LLC ($17.54K), AdvisorNet Financial Inc ($12.48K), and Greykasell Wealth Strategies Inc. ($10.35K). How much institutional buying is happening at Vert Global Sustainable Real Estate ETF? Institutional investors have bought a total of 130,631 shares in the last 24 months. This purchase volume represents approximately $1.32M in transactions. Which of Vert Global Sustainable Real Estate ETF's major shareholders have been selling company stock? The following institutional investors have sold Vert Global Sustainable Real Estate ETF stock in the last 24 months: Crestwood Advisors Group LLC ($14.89K), Ethic Inc. ($10.23K), Greykasell Wealth Strategies Inc. ($3.18K), and Betterment LLC ($1.26K). How much institutional selling is happening at Vert Global Sustainable Real Estate ETF? Institutional investors have sold a total of 29,559 shares in the last 24 months. This volume of shares sold represents approximately $306.55K in transactions. Related Companies Invesco KBW Premium Yield Equity REIT ETF Major Shareholders Global X SuperDividend REIT ETF Major Shareholders iShares International Developed Real Estate ETF Major Shareholders ALPS Active REIT ETF Major Shareholders Intelligent Real Estate ETF Major Shareholders Vanguard Global ex-U.S. Real Estate ETF Major Shareholders This page (NASDAQ:VGSR) was last updated on 7/4/2025 by MarketBeat.com Staff From Our Partners[No Brainer Gold Play]: “Show me a better investment.”A Historic Gold Announcement Is About to Rock Wall Street? For months, sharp-eyed analysts have watched the...Golden Portfolio | SponsoredWhite House to reset Social Security?Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...Altimetry | SponsoredINVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting OffRight now, we’re witnessing a monumental shift in the world.Traders Agency | SponsoredElon’s NEXT Big IPO?Cancel your internet TODAY!? Take your latest internet bill and light it on fire… then count the seconds it...Banyan Hill Publishing | SponsoredPost-Halving = Profit Season (Here’s How to Win It)It happens like clockwork. Every four years, the crypto market enters a new phase — and for those who know how...Crypto Swap Profits | SponsoredHave you heard of “E.I.”?Inside Expert: New "E.I." Tech Could Be Poised For 200,000% Growth Meta, Apple, and even NASA are rushing t...Behind the Markets | SponsoredGold is soaring. Here’s how to get paid from itGold just broke through $3,300… And while the headlines shout about price targets, something even more powe...Investors Alley | SponsoredTop Picks for Trump’s Pro-Crypto AmericaMark August 12th on your calendar. 27 of crypto's most successful minds are about to reveal everything…Crypto 101 Media | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added ten stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Vert Global Sustainable Real Estate ETF Please log in to your account or sign up in order to add this asset to your watchlist. Share Vert Global Sustainable Real Estate ETF With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Free VGSR Stock Alerts