VGSR icon

Vert Global Sustainable Real Estate ETF

84 hedge funds and large institutions have $356M invested in Vert Global Sustainable Real Estate ETF in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 48 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
$129M
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$38.1M
BJL
3
Brighton Jones LLC
Washington
$37.2M
FPF
4
First Pacific Financial
Washington
$15.5M
Fidelity Investments
5
Fidelity Investments
Massachusetts
$14.2M
FFM
6
Forum Financial Management
Illinois
$13.6M
PI
7
PFG Investments
New York
$9.48M
NI
8
Natural Investments
California
$7.44M
MWM
9
Mission Wealth Management
California
$6.64M
CCM
10
Colorado Capital Management
Colorado
$5.82M
WWA
11
WCG Wealth Advisors
Nevada
$5.55M
SWA
12
SOA Wealth Advisors
New York
$5.44M
NBWM
13
North Berkeley Wealth Management
California
$4.91M
SC
14
Savant Capital
Illinois
$4.71M
SHGA
15
Sand Hill Global Advisors
California
$4.14M
MPW
16
MASECO Private Wealth
$3.97M
LAMNM
17
Longview Asset Management (New Mexico)
New Mexico
$3.62M
HighTower Advisors
18
HighTower Advisors
Illinois
$3.62M
Envestnet Portfolio Solutions
19
Envestnet Portfolio Solutions
Illinois
$3.47M
KOC
20
Koss-Olinger Consulting
Florida
$2.66M
BRIA
21
Balanced Rock Investment Advisors
Massachusetts
$2.65M
BPA
22
Beacon Pointe Advisors
California
$2.56M
RLIM
23
Red Lighthouse Investment Management
New York
$2.37M
AIC
24
Allodium Investment Consultants
Minnesota
$2.23M
PWM
25
Perigon Wealth Management
California
$2.21M