VGSR icon

Vert Global Sustainable Real Estate ETF
VGSR

Overview Fund Activity

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.

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

1
AWP
1
Abacus Wealth Partners
California
$137M
2
BJL
2
Brighton Jones LLC
Washington
$26.8M
3
MWM
3
Merriman Wealth Management
Washington
$17.6M
4
AP
4
Adero Partners
California
$13.3M
5
FPF
5
First Pacific Financial
Washington
$10.7M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
AWP
1
Abacus Wealth Partners
California
$137M 13,714,641 +13,714,641 New
BJL
2
Brighton Jones LLC
Washington
$26.8M 2,694,263 +2,694,263 New
MWM
3
Merriman Wealth Management
Washington
$17.6M 1,765,208 +1,765,208 New
AP
4
Adero Partners
California
$13.3M 1,335,449 +1,335,449 New
FPF
5
First Pacific Financial
Washington
$10.7M 1,070,333 +1,070,333 New
MWM
6
Mission Wealth Management
California
$8.26M 829,786 +829,786 New
HighTower Advisors
7
HighTower Advisors
Illinois
$6.4M 642,522 +642,522 New
BRIA
8
Balanced Rock Investment Advisors
Massachusetts
$4.56M 458,081 +458,081 New
CCM
9
Colorado Capital Management
Colorado
$4.43M 444,493 +444,493 New
WCWM
10
Willow Creek Wealth Management
California
$3.36M 337,724 +337,724 New
Focus Partners Wealth
11
Focus Partners Wealth
Massachusetts
$2.89M 289,634 +289,634 New
KOC
12
Koss-Olinger Consulting
Florida
$2.84M 285,568 +285,568 New
FPAS
13
Focus Partners Advisor Solutions
Missouri
$2.69M 269,601 +269,601 New
PWM
14
Perigon Wealth Management
California
$2.46M 246,770 +246,770 New
RLIM
15
Red Lighthouse Investment Management
New York
$2.38M 239,446 +239,446 New
SC
16
Savant Capital
Illinois
$2.13M 213,579 +213,579 New
Osaic Holdings
17
Osaic Holdings
Arizona
$1.4M 140,347 +140,347 New
HWM
18
Hemington Wealth Management
Virginia
$1.34M 134,301 +134,301 New
Corient Private Wealth
19
Corient Private Wealth
Florida
$1.33M 134,030 +134,030 New
Envestnet Portfolio Solutions
20
Envestnet Portfolio Solutions
Illinois
$1.32M 132,273 +132,273 New
LFA
21
Level Financial Advisors
New York
$951K 95,475 +95,475 New
MWM
22
Modera Wealth Management
New Jersey
$703K 70,606 +70,606 New
WWP
23
Waypoint Wealth Partners
California
$667K 66,934 +66,934 New
PHIC
24
Pine Haven Investment Counsel
Massachusetts
$559K 56,145 +56,145 New
SOAG
25
Silver Oak Advisory Group
Oregon
$553K 55,568 +55,568 New
1
2 3