V
Vert Global Sustainable Real Estate
VGSR • NASDAQ
Vert Global Sustainable Real Estate is an exchange-traded fund on NASDAQ. As of Q3 2025, 75 institutional investors hold shares in this ETF, with total holdings valued at $306.5M. Abacus Wealth Partners, LLC is the largest holder with a position valued at $130.4M.
Overview
Overview of institutional ownership in VGSR as of Q3 2025
All Institutions
- Institutions
- 75
- Value Held
- $306.5M
- Shares Held
- 28.8M
- Avg Position
- $4.1M
- Median Position
- $430.8K
Hedge Funds
- Hedge Funds
- 2
- Value Held
- $689.5K
- Shares Held
- 64.7K
- Avg Position
- $344.8K
- Median Position
- $344.8K
Biggest Investors
Institutions with the largest positions in VGSR as of Q3 2025
| Institution | Position Value |
|---|---|
 Abacus Wealth Partners, LLC RIA/Wealth | $130.4M 18.76% of portfolio |
 BRIGHTON JONES LLC RIA/Wealth | $36.7M 0.88% of portfolio |
F First Pacific Financial RIA/Wealth | $15.2M 2.11% of portfolio |
C Colony Group, LLC Institution | $14.9M 0.02% of portfolio |
 FMR LLC Institution | $14.1M 0.00% of portfolio |
 Forum Financial Management, LP RIA/Wealth | $13.4M 0.18% of portfolio |
P PFG Investments, LLC Institution | $8.0M 0.42% of portfolio |
M MISSION WEALTH MANAGEMENT, LLC Institution | $6.9M 0.14% of portfolio |
S SOA Wealth Advisors, LLC. Institution | $5.4M 0.97% of portfolio |
 Willow Creek Wealth Management Inc. RIA/Wealth | $5.1M 0.42% of portfolio |
Net Capital Flow
Institutional buying and selling activity for VGSR in Q3 2025
- Traded
- −$10.7M
- Buyers
- 44
- Sellers
- 19
- Total Bought
- +$19.6M
- Total Sold
- −$30.4M
- Avg Position
- $4.0M
Biggest Buyers
| Institution | Net Bought |
|---|---|
FMR LLC Institution | +$4.0M +377.9K shares |
 Sand Hill Global Advisors, LLC RIA/Wealth | +$4.0M +374.8K shares |
BRIGHTON JONES LLC RIA/Wealth | +$1.8M +171.8K shares |
 Buckingham Strategic Partners RIA/Wealth | +$1.4M +135.0K shares |
 Beacon Pointe Advisors, LLC RIA/Wealth | +$852.4K +80.0K shares |
F First Pacific Financial RIA/Wealth | +$776.3K +72.9K shares |
G GTS SECURITIES LLC Institution | +$735.5K +69.1K shares |
 US BANCORP \DE\ Institution | +$712.8K +66.9K shares |
 Savant Capital, LLC RIA/Wealth | +$621.9K +58.4K shares |
 LongView Asset Management LLC RIA/Wealth | +$488.7K +45.9K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
C Colony Group, LLC Institution | −$22.7M −2.1M shares |
W WCG Wealth Advisors LLC Institution | −$2.3M −213.0K shares |
Abacus Wealth Partners, LLC RIA/Wealth | −$1.8M −172.3K shares |
A Advisor Group Holdings, Inc. Institution | −$1.5M −142.9K shares |
 NORTHERN TRUST CORP Institution | −$994.3K −93.4K shares |
 HighTower Advisors, LLC RIA/Wealth | −$590.9K −55.5K shares |
R | −$154.0K −14.5K shares |
 First Affirmative Financial Network RIA/Wealth | −$70.2K −6.6K shares |
J JDH Wealth Management, LLC RIA/Wealth | −$61.5K −5.8K shares |
M MISSION WEALTH MANAGEMENT, LLC Institution | −$56.9K −5.3K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited VGSR in Q3 2025
- New Positions
- 11
- New Value
- $6.2M
- Exited Positions
- 2
- Exited Value
- -
New Positions
| Institution | Position Value |
|---|---|
Sand Hill Global Advisors, LLC RIA/Wealth | $4.0M 374.8K shares |
Beacon Pointe Advisors, LLC RIA/Wealth | $852.4K 80.0K shares |
 AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy | $475.2K 44.6K shares |
 Private Wealth Management Group, LLC RIA/Wealth | $378.0K 35.5K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $214.3K 20.1K shares |
F Fund Evaluation Group, LLC Institution | $144.4K 13.6K shares |
 Kestra Advisory Services, LLC RIA/Wealth | $120.2K 11.3K shares |
C CoreFirst Bank & Trust Institution | $35.7K 3.4K shares |
 MAI Wealth Advisors RIA/Wealth | $23.4K 2.2K shares |
F FLOW TRADERS U.S. LLC Institution | - - shares |
Exited Positions
| Institution | Previous Position |
|---|---|
 NATURAL INVESTMENTS, LLC RIA/Wealth | - 226.8K shares |
F FLOW TRADERS U.S. LLC Institution | - 194.7K shares |
Options Activity
Institutions with the largest Call and Put options positions in VGSR as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with VGSR as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Abacus Wealth Partners, LLC RIA/Wealth | 18.76% $130.4M |
 North Berkeley Wealth Management, LLC RIA/Wealth | 3.74% $4.7M |
LongView Asset Management LLC RIA/Wealth | 2.60% $3.8M |
F First Pacific Financial RIA/Wealth | 2.11% $15.2M |
 Balanced Rock Investment Advisor RIA/Wealth | 1.91% $2.6M |
 Allodium Investment Consultants, LLC RIA/Wealth | 1.23% $2.2M |
 Meritas Wealth Management, LLC RIA/Wealth | 1.06% $2.1M |
S SOA Wealth Advisors, LLC. Institution | 0.97% $5.4M |
BRIGHTON JONES LLC RIA/Wealth | 0.88% $36.7M |
R | 0.83% $2.4M |
Hedge Fund Spotlight
Discover hedge funds investing in VGSR
AQR CAPITAL MANAGEMENT LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerDavid Gary Kabiller
- Portfolio Value
- $156.17B
- Positions
- 3,453
- Last Reported
- Q3 2025
Sector Allocation
V
Position in Vert Global Sustainable Real Estate
- Market Value
- $475.2K
- Shares Held
- 44.6K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Semiconductors Technology | $4.1B | 2.62% | |
Software - Infrastructure Technology | $3.2B | 2.05% | |
Consumer Electronics Technology | $2.8B | 1.76% |
