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Vert Global Sustainable Real Estate ETF
VGSR

Overview Fund Activity

80 hedge funds and large institutions have $342M invested in Vert Global Sustainable Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 41 increasing their positions, 23 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+2
Holders Change %
+2.56%
% of All Funds
1.09%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
5
Increased
41
Reduced
23
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$20.5M
2
AWP
Abacus Wealth Partners
California
+$1.22M
3
PCIA
Prime Capital Investment Advisors
Kansas
+$771K
4
BJL
Brighton Jones LLC
Washington
+$630K
5
PI
PFG Investments
New York
+$581K

Top Sellers

1
WWA
WCG Wealth Advisors
Nevada
-$569K
2
AP
Adero Partners
California
-$540K
3
MWM
Mission Wealth Management
California
-$529K
4
KOC
Koss-Olinger Consulting
Florida
-$467K
5
NL
NWAM LLC
Washington
-$195K
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$1.58M – – –
SC
27
Savant Capital
Illinois
$1.48M +$398K +39,234 +37%
HWM
28
Hemington Wealth Management
Virginia
$1.33M +$53.5K +5,283 +4%
Osaic Holdings
29
Osaic Holdings
Arizona
$1.05M +$385K +37,970 +58%
LFA
30
Level Financial Advisors
New York
$977K +$1.95K +192 +0.2%
Betterment LLC
31
Betterment LLC
New York
$899K -$12.8K -1,263 -1%
IFA
32
Index Fund Advisors
California
$748K -$26.1K -2,578 -3%
WWP
33
Waypoint Wealth Partners
California
$729K +$9.96K +982 +1%
MWM
34
Modera Wealth Management
New Jersey
$688K +$1.32K +130 +0.2%
PHIC
35
Pine Haven Investment Counsel
Massachusetts
$676K -$1.55K -153 -0.2%
SOAG
36
Silver Oak Advisory Group
Oregon
$664K +$10.3K +1,020 +2%
AWM
37
Ariadne Wealth Management
California
$623K +$1.36K +132 +0.2%
Jane Street
38
Jane Street
New York
$513K +$226K +22,314 +79%
NL
39
NWAM LLC
Washington
$426K -$195K -19,247 -31%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$419K +$160K +15,755 +62%
Corient Private Wealth
41
Corient Private Wealth
Florida
$419K +$1.75K +173 +0.4%
DADC
42
D.A. Davidson & Co
Montana
$418K +$1.16K +114 +0.3%
AWM
43
Aegis Wealth Management
Maryland
$376K +$15.2K +1,500 +4%
PWMG
44
Private Wealth Management Group
New Jersey
$360K -$3.32K -327 -0.9%
GS
45
GTS Securities
New York
$316K +$185K +18,222 +141%
CWM
46
Comprehensive Wealth Management
Washington
$297K +$297K +29,306 New
EH
47
Equitable Holdings
New York
$287K +$287K +28,951 New
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$254K +$211K +20,787 +493%
MGW
49
MB Generational Wealth
Washington
$247K – – –
TAM
50
Trillium Asset Management
Massachusetts
$239K – – –
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