Who Owns VGSR?
Vert Global Sustainable Real Estate ETF — Institutional Ownership & 13F Holdings
$11.05
-0.05 (-0.49%)
Market Cap
$498.7M
Shares Outstanding
41,456,913
Institutional Holders
78
Total Inst. Value
$324.8M
% of Float Held
—
QoQ Holder Change
+42
Institutional data as of Q1 2025
New Positions
21
Closed Positions
6
Increased
32
Decreased
17
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Abacus Wealth Partners, LLC | $158.3M | 15,615,489 |
| 2 | BRIGHTON JONES LLC | $32.8M | 3,237,766 |
| 3 | Focus Partners Wealth | $23.8M | 2,349,653 |
| 4 | First Pacific Financial | $13.3M | 1,310,393 |
| 5 | Forum Financial Management, LP | $12.2M | 1,199,559 |
| 6 | Adero Partners, LLC | $10.2M | 1,007,618 |
| 7 | PFG Investments, LLC | $7.0M | 685,571 |
| 8 | MISSION WEALTH MANAGEMENT, LP | $6.8M | 675,454 |
| 9 | Colorado Capital Management, Inc.New | $5.4M | 531,765 |
| 10 | HighTower Advisors, LLC | $5.1M | 498,904 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Abacus Wealth Partners, LLC | +120K | $158.3M |
| BRIGHTON JONES LLC | +62K | $32.8M |
| Focus Partners Wealth | +2.0M | $23.8M |
| First Pacific Financial | +13K | $13.3M |
| Forum Financial Management, LP | +46K | $12.2M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Adero Partners, LLC | -53K | $10.2M |
| MISSION WEALTH MANAGEMENT, LP | -52K | $6.8M |
| Koss-Olinger Consulting, LLC | -46K | $3.1M |
| NWAM LLC | -19K | $426K |
| HighTower Advisors, LLC | -15K | $5.1M |
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Frequently Asked Questions
How many institutional investors hold VGSR?
As of Q1 2025, 78 institutional investors report holding VGSR (Vert Global Sustainable Real Estate ETF) in their 13F filings.
Which hedge fund owns the most VGSR?
The largest institutional holder of VGSR is Abacus Wealth Partners, LLC with $158.3M in shares.
Are institutions buying or selling VGSR?
This quarter, 21 institutions opened new positions in VGSR and 6 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.