Who owns VGSR?
Vert Global Sustainable Real Estate ETF
88 institutions reported holding VGSR, worth $413.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of VGSR
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Abacus Wealth Partners, LLC | Santa Monica, CA | $126.0M | 11,063,945 | −1,594,369 shares |
| Brighton Jones LLC | Seattle, WA | $44.0M | 3,867,693 | +193,654 shares |
| Focus Partners Wealth | St Louis, MO | $37.7M | 3,314,493 | −222,564 shares |
| FMR LLC | Boston, MA | $22.8M | 2,001,215 | +492,777 shares |
| First Pacific Financial | Vancouver, WA | $17.3M | 1,521,618 | +6,970 shares |
| Wealthspire Advisors, LLC | New York, NY | $17.3M | 1,516,164 | New position |
| Forum Financial Management, LP | Lombard, IL | $15.4M | 1,355,310 | +30,351 shares |
| Savant Capital, LLC | Rockford, IL | $12.3M | 1,123,472 | +616,329 shares |
| PFG Investments, LLC | Woodbury, NY | $10.3M | 902,746 | −16,493 shares |
| Natural Investments, LLC | Windsor, CA | $10.0M | 880,979 | +68,736 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns VGSR?
88 institutional managers reported holding VGSR in Form 13F filings for June 30, 2026, worth $413.0M in total. The largest reported position was held by Abacus Wealth Partners, LLC, at $126.0M.
Did institutions buy or sell VGSR last quarter?
Reported 13F value rose 13.2% from March 31, 2026, which includes price moves as well as buying and selling. 9 firms reported a new position and 8 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is VGSR ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.