Vert Global Sustainable Real Estate ETF (VGSR) Institutional Ownership $10.37 -0.08 (-0.77%) As of 08/14/2025 03:58 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)7TotalInstitutional Inflows(last 12 months)$4.27MNumber ofInstitutional Sellers(last 12 months)4TotalInstitutional Outflows(last 12 months)$474.07K 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 CompanyDetails8/14/2025Betterment LLC73,006$764K0.0%-17.7%0.182% 8/13/2025 Flow Traders U.S. LLC194,704$2.04M0.1%N/A0.484% 7/30/2025 Ethic Inc.16,639$173K0.0%-11.3%0.042% 7/18/2025 SOA Wealth Advisors LLC.481,734$5.04M0.5%+33.3%1.203% 5/15/2025Betterment LLC88,688$899K0.0%-1.4%0.212% 5/9/2025 Greykasell Wealth Strategies Inc.7,175$73K0.0%-30.7%0.017% 5/5/2025 Crestwood Advisors Group LLC16,608$168K0.0%-7.0%0.040% 4/29/2025 Cloud Capital Management LLC17,536$176K0.1%N/A0.042% 4/14/2025 SOA Wealth Advisors LLC.361,493$3.67M0.4%+1.6%0.869% 2/17/2025 Ethic 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% 2/10/2025 Greykasell Wealth Strategies Inc.10,351$105K0.1%N/A0.025% 2/4/2025 Crestwood Advisors Group LLC17,867$181K0.0%-16.2%0.043% 1/28/2025 SOA Wealth Advisors LLC.355,942$3.60M0.7%+1.0%0.862% 11/20/2024 SOA Wealth Advisors LLC.352,548$3.92M0.7%+1.8%0.919% 10/30/2024 Crestwood Advisors Group LLC21,322$237K0.0%-27.9%0.056% 10/15/2024 Aspect Partners LLC6,794$75K0.0%N/A0.018% 8/1/2024 Crestwood Advisors Group LLC29,570$286K0.0%-6.1%0.077% 7/17/2024 SOA Wealth Advisors LLC.346,427$3.35M0.7%+11.3%0.908% 4/10/2024 SOA Wealth Advisors LLC.311,175$3.05M0.6%N/A0.859% 1/29/2024 Crestwood Advisors Group LLC30,827$307K0.0%N/A0.087% 1/19/2024 AdvisorNet 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, 10 institutional investors and hedge funds held shares of Vert Global Sustainable Real Estate ETF. The most heavily invested institutionals were SOA Wealth Advisors LLC. ($5.04M), Flow Traders U.S. LLC ($2.04M), Betterment LLC ($764K), Ariadne Wealth Management LP ($626K), Cloud Capital Management LLC ($176K), Ethic Inc. ($173K), and Crestwood Advisors Group LLC ($168K).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? Of the 9 institutional investors that purchased Vert Global Sustainable Real Estate ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: SOA Wealth Advisors LLC. ($481.73K), Flow Traders U.S. LLC ($194.70K), Crestwood Advisors Group LLC ($30.83K), Betterment LLC ($25.15K), Ariadne Wealth Management LP ($20.48K), Cloud Capital Management LLC ($17.54K), and AdvisorNet Financial Inc ($12.48K). How much institutional buying is happening at Vert Global Sustainable Real Estate ETF? Institutional investors have bought a total of 410,324 shares in the last 24 months. This purchase volume represents approximately $4.27M 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: Betterment LLC ($16.95K), Crestwood Advisors Group LLC ($12.96K), Ethic Inc. ($12.35K), and Greykasell Wealth Strategies Inc. ($3.18K). How much institutional selling is happening at Vert Global Sustainable Real Estate ETF? Institutional investors have sold a total of 45,429 shares in the last 24 months. This volume of shares sold represents approximately $474.07K 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 8/15/2025 by MarketBeat.com Staff From Our PartnersTrump’s national nightmare is herePorter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...Porter & Company | SponsoredAlex’s “Next Magnificent Seven” stocksThe original “Magnificent Seven” turned $7K into $1.18 million. Now, Alex Green has identified AI’s Next Ma...The Oxford Club | SponsoredThe Robotics Revolution has arrived … and one $7 stock could take off as a result.Something big is brewing in Washington. 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