VGSR icon

Vert Global Sustainable Real Estate ETF

85 hedge funds and large institutions have $323M invested in Vert Global Sustainable Real Estate ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
PCIA
26
Prime Capital Investment Advisors
Kansas
$1.94M
WWA
27
WCG Wealth Advisors
Nevada
$1.52M
HWM
28
Hemington Wealth Management
Virginia
$1.42M
Betterment LLC
29
Betterment LLC
New York
$1.16M
Osaic Holdings
30
Osaic Holdings
Arizona
$1.12M
LFA
31
Level Financial Advisors
New York
$1.05M
IFA
32
Index Fund Advisors
California
$922K
SOAG
33
Silver Oak Advisory Group
Oregon
$903K
BPA
34
Beacon Pointe Advisors
California
$852K
GS
35
GTS Securities
New York
$736K
MWM
36
Modera Wealth Management
New Jersey
$726K
PHIC
37
Pine Haven Investment Counsel
Massachusetts
$725K
US Bancorp
38
US Bancorp
Minnesota
$718K
Northern Trust
39
Northern Trust
Illinois
$663K
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$519K
DAS
41
Dynamic Advisor Solutions
Arizona
$494K
AWM
42
Ariadne Wealth Management
California
$476K
AQR Capital Management
43
AQR Capital Management
Connecticut
$475K
DADC
44
D.A. Davidson & Co
Montana
$448K
NL
45
NWAM LLC
Washington
$431K
AWMM
46
Aegis Wealth Management (Maryland)
Maryland
$395K
PWMG
47
Private Wealth Management Group
New Jersey
$378K
MWM
48
Modern Wealth Management
Kansas
$377K
AC
49
Apella Capital
Connecticut
$326K
EH
50
Equitable Holdings
New York
$321K