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Vert Global Sustainable Real Estate ETF
VGSR

52 hedge funds and large institutions have $261M invested in Vert Global Sustainable Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

75.56% more ownership

Funds ownership: 0% → 75.56% (+76%)

Holders
52
Holders Change
+52
Holders Change %
–
% of All Funds
0.76%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
52
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWP
Abacus Wealth Partners
California
+$135M
2
BJL
Brighton Jones LLC
Washington
+$26.6M
3
MWM
Merriman Wealth Management
Washington
+$17.4M
4
AP
Adero Partners
California
+$13.2M
5
FPF
First Pacific Financial
Washington
+$10.6M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
1
Abacus Wealth Partners
California
$137M +$135M +13,714,641 New
BJL
2
Brighton Jones LLC
Washington
$26.8M +$26.6M +2,694,263 New
MWM
3
Merriman Wealth Management
Washington
$17.6M +$17.4M +1,765,208 New
AP
4
Adero Partners
California
$13.3M +$13.2M +1,335,449 New
FPF
5
First Pacific Financial
Washington
$10.7M +$10.6M +1,070,333 New
MWM
6
Mission Wealth Management
California
$8.26M +$8.19M +829,786 New
HighTower Advisors
7
HighTower Advisors
Illinois
$6.4M +$6.34M +642,522 New
BRIA
8
Balanced Rock Investment Advisors
Massachusetts
$4.56M +$4.52M +458,081 New
CCM
9
Colorado Capital Management
Colorado
$4.43M +$4.39M +444,493 New
WCWM
10
Willow Creek Wealth Management
California
$3.36M +$3.33M +337,724 New
Focus Partners Wealth
11
Focus Partners Wealth
Massachusetts
$2.88M +$2.86M +289,634 New
KOC
12
Koss-Olinger Consulting
Florida
$2.84M +$2.82M +285,568 New
FPAS
13
Focus Partners Advisor Solutions
Missouri
$2.69M +$2.66M +269,601 New
PWM
14
Perigon Wealth Management
California
$2.46M +$2.43M +246,770 New
RLIM
15
Red Lighthouse Investment Management
New York
$2.38M +$2.36M +239,446 New
SC
16
Savant Capital
Illinois
$2.13M +$2.11M +213,579 New
Osaic Holdings
17
Osaic Holdings
Arizona
$1.4M +$1.38M +140,347 New
HWM
18
Hemington Wealth Management
Virginia
$1.34M +$1.33M +134,301 New
Corient Private Wealth
19
Corient Private Wealth
Florida
$1.33M +$1.32M +134,030 New
Envestnet Portfolio Solutions
20
Envestnet Portfolio Solutions
Illinois
$1.32M +$1.31M +132,273 New
LFA
21
Level Financial Advisors
New York
$951K +$942K +95,475 New
MWM
22
Modera Wealth Management
New Jersey
$703K +$697K +70,606 New
WWP
23
Waypoint Wealth Partners
California
$667K +$660K +66,934 New
PHIC
24
Pine Haven Investment Counsel
Massachusetts
$559K +$554K +56,145 New
SOAG
25
Silver Oak Advisory Group
Oregon
$553K +$548K +55,568 New
1
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VGSR Hedge Fund Activity: Q4 2023 in Review

52 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vert Global Sustainable Real Estate ETF (VGSR) for Q4 2023, worth a combined $261M.

Buyers outnumbered sellers: 52 funds opened new VGSR positions and 0 closed out — a net gain of 52 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Abacus Wealth Partners, opening a new position worth an estimated $135M.

  • 52 institutional investors held Vert Global Sustainable Real Estate ETF (VGSR) as of Q4 2023, up from 0 in Q3 2023.
  • Funds reported $261M of Vert Global Sustainable Real Estate ETF stock for Q4 2023.
  • 52 funds opened new Vert Global Sustainable Real Estate ETF positions in Q4 2023 and 0 closed out, a net change of +52 holders.
  • The largest Vert Global Sustainable Real Estate ETF buyer in Q4 2023 was Abacus Wealth Partners, an estimated $135M added.

Based on aggregated 13F filings for Q4 2023.