VGSR icon

Vert Global Sustainable Real Estate ETF

89 hedge funds and large institutions have $365M invested in Vert Global Sustainable Real Estate ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWP
1
Abacus Wealth Partners
California
$131M
BJL
2
Brighton Jones LLC
Washington
$38M
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$37.2M
FPF
4
First Pacific Financial
Washington
$15.6M
Fidelity Investments
5
Fidelity Investments
Massachusetts
$15.6M
FFM
6
Forum Financial Management
Illinois
$13.7M
PI
7
PFG Investments
New York
$9.5M
NI
8
Natural Investments
California
$8.39M
MWM
9
Mission Wealth Management
California
$6.53M
CCM
10
Colorado Capital Management
Colorado
$6.1M
WWA
11
WCG Wealth Advisors
Nevada
$5.64M
SWA
12
SOA Wealth Advisors
New York
$5.58M
SC
13
Savant Capital
Illinois
$5.24M
MPW
14
MASECO Private Wealth
$5.19M
NBWM
15
North Berkeley Wealth Management
California
$4.96M
SHGA
16
Sand Hill Global Advisors
California
$4.1M
EWA
17
EP Wealth Advisors
California
$3.77M
FPAS
18
Focus Partners Advisor Solutions
Missouri
$3.63M
HighTower Advisors
19
HighTower Advisors
Illinois
$3.45M
Envestnet Portfolio Solutions
20
Envestnet Portfolio Solutions
Illinois
$3.42M
KOC
21
Koss-Olinger Consulting
Florida
$2.68M
BRIA
22
Balanced Rock Investment Advisors
Massachusetts
$2.65M
BPA
23
Beacon Pointe Advisors
California
$2.57M
AIC
24
Allodium Investment Consultants
Minnesota
$2.51M
RLIM
25
Red Lighthouse Investment Management
New York
$2.38M