VERT GLB SUST RE ETF (VGSR) Institutional Ownership Changes & 13F Activity

VERT GLB SUST RE ETF (VGSR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wealthspire Advisors, Llc, Savant Capital, Llc, Fmr Llc, Focus Partners Wealth, and Brighton Jones Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Corient Private Wealth LlcSell-9,420-17.7%43,780$498.43KQ2 2026Aug 27, 2026
Beacon Pointe Advisors, LlcBuy+614+0.2%249,156$2.84MQ2 2026Aug 18, 2026
Orion Capital Management LlcBuy+19+1.7%1,118$12.73KQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Buy+3,168+9.3%37,073$422.07KQ2 2026Aug 17, 2026
Balanced Rock Investment Advisors LlcBuy+2,839+1.1%258,929$2.95MQ2 2026Aug 17, 2026
Wcg Wealth Advisors LlcBuy+78,653+14.4%624,753$7.11MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+47,664+14356.6%47,996$546.43KQ2 2026Aug 14, 2026
Betterment LlcBuy+4,832+4.2%118,698$1.35MQ2 2026Aug 14, 2026
Aqr Capital Management LlcSell-1,089-2.9%36,900$420.11KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+606+69.6%1,477$17.00KQ2 2026Aug 14, 2026
Fmr LlcBuy+492,777+32.7%2,001,215$22.78MQ2 2026Aug 13, 2026
Mariner, LlcBuy+12,900—12,900$146.87KQ2 2026Aug 13, 2026
Index Fund Advisors, Inc.Sell-6,445-7.3%81,635$929.41KQ2 2026Aug 13, 2026
Quantinno Capital Management LpBuy+2,962+21.7%16,642$189.47KQ2 2026Aug 13, 2026
Ariadne Wealth Management, LpSell-1,055-2.3%45,222$514.86KQ2 2026Aug 13, 2026
Morgan StanleySell-201-3.0%6,588$75.00KQ2 2026Aug 13, 2026
Cloud Capital Management, LlcBuy+150+0.8%18,344$208.00KQ2 2026Aug 13, 2026
Focus Partners WealthSell-222,564-6.3%3,314,493$37.74MQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+13,126+67.4%32,592$371.06KQ2 2026Aug 12, 2026
Ep Wealth Advisors, LlcBuy+3,407+0.9%368,065$4.19MQ2 2026Aug 12, 2026
Us Bancorp \De\Buy+2,014+1.7%121,079$1.38MQ2 2026Aug 12, 2026
Wealthspire Advisors, LlcBuy+1,516,164—1,516,164$17.26MQ2 2026Aug 11, 2026
Brighton Jones LlcBuy+193,654+5.3%3,867,693$44.03MQ2 2026Aug 11, 2026
Sand Hill Global Advisors, LlcBuy+7,897+2.0%404,502$4.61MQ2 2026Aug 11, 2026
Trillium Asset Management, LlcSell-2,500-10.6%21,066$239.84KQ2 2026Aug 11, 2026
Savant Capital, LlcBuy+616,329+121.5%1,123,472$12.26MQ2 2026Aug 10, 2026
Koss-Olinger Consulting, LlcSell-67,868-26.1%191,759$2.18MQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+6,108+22.1%33,801$384.82KQ2 2026Aug 07, 2026
Perigon Wealth Management, LlcSell-519-0.2%216,361$2.46MQ2 2026Aug 07, 2026
Focus Partners Advisor Solutions, LlcSell-34,288-9.7%317,422$3.61MQ2 2026Aug 06, 2026
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Frequently asked questions about VGSR activity

  • Which institutional owners are buying VGSR?

    Institutional owners buying VGSR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in VGSR activity?

    "Buy" means an investor increased their reported position in VGSR compared to the prior reporting period. This reflects growing exposure to VERT GLB SUST RE ETF (VGSR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in VGSR increasing?

    Institutional interest in VGSR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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