Vert Global Sustainable Real Estate ETF (VGSR) Institutional Ownership $10.37 -0.11 (-1.05%) As of 02/21/2025 03:55 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipRatingsShort InterestTrends Institutional Ownership Changes (13F Filings) for Vert Global Sustainable Real Estate ETF (NASDAQ:VGSR)Number ofInstitutional Buyers(last 12 months)5TotalInstitutional Inflows(last 12 months)$4.14MNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$248.77K 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 CompanyDetails2/17/2025 Ethic Inc.19,891$201K0.0%-34.0%0.048% 2/14/2025 Betterment LLC89,951$910K0.0%+38.8%0.218% 2/12/2025 Ariadne 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, the following institutional investors and hedge funds held shares of Vert Global Sustainable Real Estate ETF shares: SOA Wealth Advisors LLC. ($3.60M), Betterment LLC ($910K), Ariadne Wealth Management LP ($626K), Ethic Inc. ($201K), Crestwood Advisors Group LLC ($181K), AdvisorNet Financial Inc ($124K), and Greykasell Wealth Strategies Inc. ($105K).Learn more on VGSR's institutional investors. Which institutional investors have been buying Vert Global Sustainable Real Estate ETF stock? The following institutional investors have purchased Vert Global Sustainable Real Estate ETF stock in the last 24 months: SOA Wealth Advisors LLC. ($355.94K), Crestwood Advisors Group LLC ($30.83K), Betterment LLC ($25.15K), Ariadne Wealth Management LP ($20.48K), AdvisorNet Financial Inc ($12.48K), Greykasell Wealth Strategies Inc. ($10.35K), and Aspect Partners LLC ($6.79K). How much institutional buying is happening at Vert Global Sustainable Real Estate ETF? Institutional investors have bought a total of 462,024 shares in the last 24 months. This purchase volume represents approximately $4.57M in transactions. Which Vert Global Sustainable Real Estate ETF 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 ($13.63K), and Ethic Inc. ($10.23K). How much institutional selling is happening at Vert Global Sustainable Real Estate ETF? Institutional investors have sold a total of 23,861 shares in the last 24 months. This volume of shares sold represents approximately $248.77K in transactions. 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