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Vert Global Sustainable Real Estate ETF (VGSR) Institutional Ownership

Vert Global Sustainable Real Estate ETF logo
$11.59 +0.02 (+0.17%)
As of 01:06 PM Eastern
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Institutional Ownership Changes (13F Filings) for Vert Global Sustainable Real Estate ETF (NASDAQ:VGSR)

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$3.09M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$96.02K
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VGSR Institutional Buying and Selling by Quarter

Vert Global Sustainable Real Estate ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2026 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%
2/12/2026Betterment 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%
11/13/2025Betterment LLC108,925$1.16M0.0%+49.2%0.256%
11/13/2025 CoreFirst Bank & Trust3,351$36K0.0%N/A0.008%
11/7/2025 Crestwood Advisors Group LLC14,168$151K0.0%-12.2%0.033%
11/3/2025Cloud Capital Management LLC17,914$190K0.1%N/A0.042%
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%
8/14/2025Betterment LLC73,006$764K0.0%-17.7%0.182%
8/13/2025Flow 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

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.

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: Flow Traders U.S. LLC ($194.70K), SOA Wealth Advisors LLC. ($193.64K), 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).

Institutional investors have bought a total of 295,665 shares in the last 24 months. This purchase volume represents approximately $3.09M in transactions.

The following institutional investors have sold Vert Global Sustainable Real Estate ETF stock in the last 24 months: AdvisorNet Financial Inc ($6.12K), Crestwood Advisors Group LLC ($1.97K), and Ethic Inc. ($1.11K).

Institutional investors have sold a total of 9,200 shares in the last 24 months. This volume of shares sold represents approximately $96.02K in transactions.


Related Companies

Institutional ownership data for NASDAQ:VGSR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 5/20/2026. New 13F filings are added each quarter as they're published.
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