Vert Global Sustainable Real Estate ETF (VGSR) Institutional Ownership $11.27 0.00 (0.00%) As of 05/22/2026 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)7TotalInstitutional Inflows(last 12 months)$6.39MNumber ofInstitutional Sellers(last 12 months)4TotalInstitutional Outflows(last 12 months)$282.17K 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. 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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 ExportReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/20/2026 SOA Wealth Advisors LLC.540,065$5.58M0.6%+3.2%1.195% 5/7/2026 Koss Olinger Consulting LLC259,627$2.68M0.2%+1.5%0.575% 4/17/2026 AdvisorNet Financial Inc9,088$94K0.0%-40.2%0.020% 2/12/2026 Betterment LLC113,725$1.18M0.0%+4.4%0.257% 2/5/2026 Abacus Wealth Partners LLC12,412,287$129.10M12.7%+1.4%28.025% 1/20/2026 SOA Wealth Advisors LLC.523,318$5.44M0.6%+2.7%1.193% 11/13/2025 Betterment LLC108,925$1.16M0.0%+49.2%0.256% 11/13/2025CoreFirst Bank & Trust3,351$36K0.0%N/A0.008% 11/7/2025 Crestwood Advisors Group LLC14,168$151K0.0%-12.2%0.033% 11/3/2025 Cloud Capital Management LLC17,914$190K0.1%N/A0.042% Get the Latest News and Ratings for VGSR and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Vert Global Sustainable Real Estate ETF and its competitors with MarketBeat's FREE daily newsletter. 10/21/2025 SOA Wealth Advisors LLC.509,767$5.43M0.5%+5.8%1.199% 10/17/2025 Ethic Inc.15,525$165K0.0%-6.7%0.037% 8/14/2025 Betterment 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% 5/9/2025Greykasell 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% VGSR Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of VGSR shares? During the previous two years, 13 institutional investors and hedge funds held shares of Vert Global Sustainable Real Estate ETF. The most heavily invested institutionals were Abacus Wealth Partners LLC ($129.10M), SOA Wealth Advisors LLC. ($5.58M), Koss Olinger Consulting LLC ($2.68M), Flow Traders U.S. LLC ($2.04M), Betterment LLC ($1.18M), Ariadne Wealth Management LP ($626K), and Cloud Capital Management LLC ($190K).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 10 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. ($228.89K), Flow Traders U.S. LLC ($194.70K), Abacus Wealth Partners LLC ($171.54K), Betterment LLC ($65.87K), Cloud Capital Management LLC ($35.45K), Ariadne Wealth Management LP ($20.48K), 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 610,610 shares in the last 24 months. This purchase volume represents approximately $6.39M 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 ($15.68K), AdvisorNet Financial Inc ($6.12K), Ethic Inc. ($3.23K), and Crestwood Advisors Group LLC ($1.97K). How much institutional selling is happening at Vert Global Sustainable Real Estate ETF? Institutional investors have sold a total of 26,996 shares in the last 24 months. This volume of shares sold represents approximately $282.17K 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 5/25/2026 by MarketBeat.com Staff. 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