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Vert Global Sustainable Real Estate ETF (VGSR) Institutional Ownership

Vert Global Sustainable Real Estate ETF logo
$11.21 +0.09 (+0.81%)
As of 03:59 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)
$6.18M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$327.18K
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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
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%
1/20/2026SOA Wealth Advisors LLC.523,318$5.44M0.6%+2.7%1.193%
11/13/2025Betterment LLC108,925$1.16M0.0%+49.2%0.256%
11/13/2025CoreFirst Bank & Trust3,351$36K0.0%N/A0.008%
11/7/2025Crestwood Advisors Group LLC14,168$151K0.0%-12.2%0.033%
11/3/2025Cloud Capital Management LLC17,914$190K0.1%N/A0.042%
10/21/2025SOA 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%
7/18/2025SOA 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, 12 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. ($5.44M), Flow Traders U.S. LLC ($2.04M), Betterment LLC ($1.18M), Ariadne Wealth Management LP ($626K), Cloud Capital Management LLC ($190K), and Ethic Inc. ($165K).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. ($212.14K), 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 590,050 shares in the last 24 months. This purchase volume represents approximately $6.18M 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), AdvisorNet Financial Inc ($6.12K), Ethic Inc. ($3.23K), Greykasell Wealth Strategies Inc. ($3.18K), 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 31,435 shares in the last 24 months. This volume of shares sold represents approximately $327.18K in transactions.


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This page (NASDAQ:VGSR) was last updated on 5/5/2026 by MarketBeat.com Staff.
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