Vert Global Sustainable Real Estate ETF (VGSR) Institutional Ownership $10.68 -0.02 (-0.19%) As of 07/24/2025 03:59 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)$2.24MNumber 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 CompanyDetails7/18/2025 SOA Wealth Advisors LLC.481,734$5.04M0.5%+33.3%1.203% 5/15/2025Betterment LLC88,688$899K0.0%-1.4%0.212% 5/9/2025Greykasell 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% 4/14/2025 SOA 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% 1/28/2025 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% 10/30/2024Crestwood 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% 7/17/2024 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% 1/29/2024Crestwood 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, 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. ($5.04M), 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. ($481.73K), 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 215,620 shares in the last 24 months. This purchase volume represents approximately $2.24M 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. 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