VERT GLB SUST RE ETF (VGSR) Institutional Shareholders
VERT GLB SUST RE ETF (VGSR) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $351.63M in VGSR holdings during the latest filing period.
Abacus Wealth Partners, Llc is currently the largest disclosed institutional shareholder of VGSR tracked by InsiderSet, reporting ownership valued at approximately $125.98M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $128.82M, representing an estimated gain of +2.25% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% of the total disclosed VGSR value among the investors covered in this analysis. Major shareholders include Abacus Wealth Partners, Llc, Brighton Jones Llc, Focus Partners Wealth, and several other long-term asset managers with concentrated positions in VERT GLB SUST RE ETF (VGSR).
This page ranks the largest institutional VGSR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
91
Total Reported Value
$351.63M
Largest Holder
Abacus Wealth Partners, Llc
Largest Position
$125.98M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
96
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Abacus Wealth Partners, Llc | 13.24% | 11,063,945 | $125,977,767 | $128,815,299 | +$2,837,532 | +2.25% | |
| Brighton Jones Llc | 1.60% | 3,674,039 | $37,952,827 | $42,776,101 | +$4,823,274 | +12.71% | |
| Focus Partners Wealth | 0.04% | 3,537,057 | $37,183,322 | $41,181,247 | +$3,997,925 | +10.75% | |
| First Pacific Financial | 2.06% | 1,521,618 | $17,323,620 | $17,715,894 | +$392,274 | +2.26% | |
| Fmr Llc | 0.00% | 1,508,438 | $15,582,163 | $17,562,442 | +$1,980,279 | +12.71% | |
| Forum Financial Management, Lp | 0.20% | 1,355,310 | $15,430,210 | $15,779,603 | +$349,393 | +2.26% | |
| Pfg Investments, Llc | 0.40% | 902,746 | $10,277,758 | $10,510,491 | +$232,733 | +2.26% | |
| Soa Wealth Advisors, Llc. | 1.20% | 625,963 | $7,126,584 | $7,287,962 | +$161,378 | +2.26% | |
| Mission Wealth Management, Lp | 0.07% | 496,294 | $5,650,308 | $5,778,252 | +$127,944 | +2.26% | |
| Wcg Wealth Advisors Llc | 0.16% | 546,100 | $5,641,219 | $6,358,133 | +$716,914 | +12.71% | |
| Savant Capital, Llc | 0.03% | 507,143 | $5,238,783 | $5,904,565 | +$665,782 | +12.71% | |
| North Berkeley Wealth Management, Llc | 2.10% | 456,331 | $5,195,329 | $5,312,971 | +$117,642 | +2.26% | |
| Maseco Llp | 0.16% | 501,057 | $5,193,459 | $5,833,706 | +$640,247 | +12.33% | |
| Sand Hill Global Advisors, Llc | 0.14% | 396,605 | $4,096,930 | $4,617,593 | +$520,663 | +12.71% | |
| Envestnet Portfolio Solutions, Inc. | 0.02% | 333,764 | $3,799,905 | $3,885,947 | +$86,042 | +2.26% | |
| Ep Wealth Advisors, Llc | 0.02% | 364,658 | $3,766,917 | $4,245,640 | +$478,723 | +12.71% | |
| Focus Partners Advisor Solutions, Llc | 0.04% | 351,710 | $3,632,584 | $4,094,889 | +$462,305 | +12.73% | |
| Hightower Advisors, Llc | 0.00% | 333,587 | $3,445,968 | $3,883,887 | +$437,919 | +12.71% | |
| Meritas Wealth Management, Llc | 1.16% | 260,974 | $2,971,193 | $3,038,468 | +$67,275 | +2.26% | |
| Allodium Investment Consultants, Llc | 1.25% | 257,545 | $2,932,150 | $2,998,545 | +$66,395 | +2.26% | |
| Koss-Olinger Consulting, Llc | 0.22% | 259,627 | $2,681,949 | $3,022,785 | +$340,836 | +12.71% | |
| Balanced Rock Investment Advisors Llc | 1.86% | 256,090 | $2,645,408 | $2,981,605 | +$336,197 | +12.71% | |
| Beacon Pointe Advisors, Llc | 0.01% | 248,542 | $2,567,442 | $2,893,725 | +$326,283 | +12.71% | |
| Red Lighthouse Investment Management, Llc | 0.80% | 230,087 | $2,376,799 | $2,678,857 | +$302,058 | +12.71% | |
| Perigon Wealth Management, Llc | 0.04% | 216,880 | $2,240,367 | $2,525,090 | +$284,723 | +12.71% | |
| Northern Trust Corp | 0.00% | 155,612 | $1,607,472 | $1,811,759 | +$204,287 | +12.71% | |
| Prime Capital Investment Advisors, Llc | 0.02% | 132,200 | $1,365,623 | $1,539,178 | +$173,555 | +12.71% | |
| Us Bancorp \De\ | 0.00% | 119,065 | $1,229,941 | $1,386,250 | +$156,309 | +12.71% | |
| Level Financial Advisors | 0.26% | 102,899 | $1,171,508 | $1,198,032 | +$26,524 | +2.26% | |
| Dynamic Advisor Solutions Llc | 0.03% | 101,998 | $1,161,248 | $1,187,542 | +$26,294 | +2.26% | |
| Jane Street Group, Llc | 0.00% | 107,892 | $1,114,524 | $1,256,165 | +$141,641 | +12.71% | |
| Mason & Associates Inc | 0.15% | 84,057 | $956,989 | $978,659 | +$21,670 | +2.26% | |
| Pine Haven Investment Counsel, Inc | 0.62% | 81,487 | $927,730 | $948,737 | +$21,007 | +2.26% | |
| Index Fund Advisors, Inc. | 0.04% | 88,080 | $909,866 | $1,025,498 | +$115,632 | +12.71% | |
| Modera Wealth Management, Llc | 0.01% | 63,499 | $722,937 | $739,306 | +$16,369 | +2.26% | |
| Composition Wealth, Llc | 0.01% | 56,907 | $647,890 | $662,557 | +$14,667 | +2.26% | |
| Boston Common Asset Management, Llc | 0.03% | 46,995 | $535,038 | $547,153 | +$12,115 | +2.26% | |
| Private Wealth Management Group, Llc | 0.12% | 45,151 | $514,045 | $525,684 | +$11,639 | +2.26% | |
| Ariadne Wealth Management, Lp | 0.21% | 46,277 | $478,041 | $538,794 | +$60,753 | +12.71% | |
| Nwam Llc | 0.02% | 41,504 | $472,523 | $483,223 | +$10,700 | +2.26% | |
| D.A. Davidson & Co. | 0.00% | 41,117 | $468,117 | $478,717 | +$10,600 | +2.26% | |
| Apella Capital, Llc | 0.01% | 35,446 | $406,921 | $412,691 | +$5,770 | +1.42% | |
| Aqr Capital Management Llc | 0.00% | 37,989 | $392,426 | $442,298 | +$49,872 | +12.71% | |
| Aegis Wealth Management Llc | 0.22% | 37,766 | $390,123 | $439,702 | +$49,579 | +12.71% | |
| Equitable Holdings, Inc. | 0.00% | 33,905 | $352,612 | $394,749 | +$42,137 | +11.95% | |
| Powerhouse Assets Llc | 0.26% | 27,636 | $314,641 | $321,760 | +$7,119 | +2.26% | |
| Lpl Financial Llc | 0.00% | 27,693 | $286,069 | $322,424 | +$36,355 | +12.71% | |
| Corient Private Wealth Llc | 0.00% | 53,200 | $266,997 | $619,397 | +$352,400 | +131.99% | |
| Mb Generational Wealth, Llc | 0.13% | 22,994 | $261,787 | $267,715 | +$5,928 | +2.26% | |
| Wheels Up Wealth, Inc. | 0.21% | 21,639 | $246,360 | $251,939 | +$5,579 | +2.26% |
Frequently asked questions about VGSR
Who owns the most VGSR stock?
The largest holders of VGSR are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VERT GLB SUST RE ETF (VGSR).
Is VGSR widely held by superinvestors?
Many widely followed stocks like VGSR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly VGSR is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.