Vert Global Sustainable Real Estate ETF (VGSR) Institutional Ownership $10.37 -0.03 (-0.29%) As of 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)$4.27MNumber ofInstitutional Sellers(last 12 months)4TotalInstitutional Outflows(last 12 months)$474.07K 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 CompanyDetails8/14/2025 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% 5/15/2025 Betterment LLC88,688$899K0.0%-1.4%0.212% 5/9/2025 Greykasell Wealth Strategies Inc.7,175$73K0.0%-30.7%0.017% 5/5/2025 Crestwood Advisors Group LLC16,608$168K0.0%-7.0%0.040% 4/29/2025 Cloud 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% 2/17/2025 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, 10 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), Flow Traders U.S. LLC ($2.04M), Betterment LLC ($764K), Ariadne Wealth Management LP ($626K), Cloud Capital Management LLC ($176K), Ethic Inc. ($173K), and Crestwood Advisors Group LLC ($168K).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. ($481.73K), Flow Traders U.S. LLC ($194.70K), Crestwood Advisors Group LLC ($30.83K), Betterment LLC ($25.15K), Ariadne Wealth Management LP ($20.48K), Cloud Capital Management LLC ($17.54K), and AdvisorNet Financial Inc ($12.48K). How much institutional buying is happening at Vert Global Sustainable Real Estate ETF? Institutional investors have bought a total of 410,324 shares in the last 24 months. This purchase volume represents approximately $4.27M 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), Crestwood Advisors Group LLC ($12.96K), Ethic Inc. ($12.35K), and Greykasell Wealth Strategies Inc. ($3.18K). How much institutional selling is happening at Vert Global Sustainable Real Estate ETF? Institutional investors have sold a total of 45,429 shares in the last 24 months. This volume of shares sold represents approximately $474.07K 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 8/18/2025 by MarketBeat.com Staff From Our PartnersWhen the levee breaksThe U.S. Treasury just confirmed it plans to borrow $1.01 trillion this quarter—nearly double what was project...Porter & Company | SponsoredThe stealth altcoin the financial world is underestimatingThis DeFi project could soar next When altcoin season fully kicks in—which the data suggests is happening R...Crypto 101 Media | SponsoredMusk’s Project Colossus could mint millionairesI predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new milliona...Brownstone Research | SponsoredThink you missed gold’s boom? Think againIf you've been watching gold's historic run and wondering if it's too late… I've got good news. Because the...Investors Alley | SponsoredEveryone’s watching Nvidia right now. Here’s why I’m excited.So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...Timothy Sykes | SponsoredBut this $20 American company could control the secretThe "Impossible" Chip That Runs on Pure Light Google's quantum computer shocked the world... but China DEMO...The Oxford Club | SponsoredTax Drain Deadline: Protect Your Wealth Before September 15thOn September 15th, the IRS collects another round of quarterly tax payments—targeting self-employed profession...American Alternative | SponsoredGENIUS Act: Cancel Your Money?They said digital dollars were off the table. But with the GENIUS Act now federal law, private corporations—no...Priority Gold | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added ten stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Vert Global Sustainable Real Estate ETF Please log in to your account or sign up in order to add this asset to your watchlist. Share Vert Global Sustainable Real Estate ETF With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
MarketBeat All Access