VGSR Institutional Ownership & Shareholders
VERT GLB SUST RE ETF (VGSR) is currently held by 88 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $399.26M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $121.13M, representing an estimated loss of -3.85% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 78% 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
88
Total Reported Value
$399.26M
Largest Holder
Abacus Wealth Partners, Llc
Largest Position
$125.98M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
102
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 | $121,126,963 | -$4,850,804 | -3.85% | |
| Brighton Jones Llc | 0.82% | 3,867,693 | $44,033,681 | $42,343,116 | -$1,690,565 | -3.84% | |
| Focus Partners Wealth | 0.04% | 3,314,493 | $37,735,506 | $36,286,738 | -$1,448,768 | -3.84% | |
| Fmr Llc | 0.00% | 2,001,215 | $22,783,838 | $21,909,102 | -$874,736 | -3.84% | |
| Wealthspire Advisors, Llc | 0.10% | 1,516,164 | $17,261,530 | $16,598,812 | -$662,718 | -3.84% | |
| First Pacific Financial | 1.74% | 1,605,841 | $17,057,727 | $17,580,587 | +$522,860 | +3.07% | |
| Forum Financial Management, Lp | 0.19% | 1,390,266 | $14,767,821 | $15,220,493 | +$452,672 | +3.07% | |
| Savant Capital, Llc | 0.04% | 1,123,472 | $12,258,235 | $12,299,659 | +$41,424 | +0.34% | |
| Pfg Investments, Llc | 0.40% | 902,746 | $10,277,758 | $9,883,173 | -$394,585 | -3.84% | |
| Natural Investments, Llc | 2.20% | 880,979 | $10,029,000 | $9,644,870 | -$384,130 | -3.83% | |
| Soa Wealth Advisors, Llc. | 1.20% | 625,963 | $7,126,584 | $6,852,980 | -$273,604 | -3.84% | |
| Wcg Wealth Advisors Llc | 0.17% | 624,753 | $7,112,826 | $6,839,733 | -$273,093 | -3.84% | |
| Maseco Llp | 0.17% | 576,703 | $6,118,818 | $6,313,687 | +$194,869 | +3.18% | |
| North Berkeley Wealth Management, Llc | 2.10% | 456,331 | $5,195,329 | $4,995,866 | -$199,463 | -3.84% | |
| Mission Wealth Management, Lp | 0.08% | 440,278 | $4,676,767 | $4,820,120 | +$143,353 | +3.07% | |
| Sand Hill Global Advisors, Llc | 0.14% | 404,502 | $4,605,255 | $4,428,447 | -$176,808 | -3.84% | |
| Ep Wealth Advisors, Llc | 0.02% | 368,065 | $4,190,419 | $4,029,539 | -$160,880 | -3.84% | |
| Envestnet Portfolio Solutions, Inc. | 0.02% | 333,764 | $3,799,905 | $3,654,015 | -$145,890 | -3.84% | |
| Focus Partners Advisor Solutions, Llc | 0.03% | 317,422 | $3,613,857 | $3,475,104 | -$138,753 | -3.84% | |
| Meritas Wealth Management, Llc | 1.17% | 305,380 | $3,243,843 | $3,343,270 | +$99,427 | +3.07% | |
| Allodium Investment Consultants, Llc | 1.23% | 281,220 | $2,987,198 | $3,078,768 | +$91,570 | +3.07% | |
| Balanced Rock Investment Advisors Llc | 1.84% | 258,929 | $2,947,906 | $2,834,729 | -$113,177 | -3.84% | |
| Beacon Pointe Advisors, Llc | 0.01% | 249,156 | $2,836,643 | $2,727,735 | -$108,908 | -3.84% | |
| Red Lighthouse Investment Management, Llc | 0.79% | 231,474 | $2,635,341 | $2,534,154 | -$101,187 | -3.84% | |
| Perigon Wealth Management, Llc | 0.04% | 220,373 | $2,340,865 | $2,412,622 | +$71,757 | +3.07% | |
| Koss-Olinger Consulting, Llc | 0.17% | 191,759 | $2,183,176 | $2,099,358 | -$83,818 | -3.84% | |
| Prime Capital Investment Advisors, Llc | 0.01% | 131,595 | $1,397,841 | $1,440,689 | +$42,848 | +3.07% | |
| Us Bancorp \De\ | 0.00% | 121,079 | $1,378,484 | $1,325,561 | -$52,923 | -3.84% | |
| Betterment Llc | 0.00% | 118,698 | $1,352,000 | $1,299,494 | -$52,506 | -3.88% | |
| Silver Oak Advisory Group, Inc. | 0.47% | 104,767 | $1,192,000 | $1,146,979 | -$45,021 | -3.78% | |
| Level Financial Advisors | 0.24% | 101,762 | $1,080,951 | $1,114,080 | +$33,129 | +3.06% | |
| Mason & Associates Inc | 0.15% | 84,057 | $956,989 | $920,248 | -$36,741 | -3.84% | |
| Index Fund Advisors, Inc. | 0.04% | 81,635 | $929,412 | $893,732 | -$35,680 | -3.84% | |
| Pine Haven Investment Counsel, Inc | 0.62% | 81,487 | $927,730 | $892,112 | -$35,618 | -3.84% | |
| Modera Wealth Management, Llc | 0.01% | 63,499 | $674,506 | $695,181 | +$20,675 | +3.07% | |
| Composition Wealth, Llc | 0.01% | 56,907 | $647,890 | $623,012 | -$24,878 | -3.84% | |
| Apella Capital, Llc | 0.01% | 55,326 | $581,200 | $605,704 | +$24,504 | +4.22% | |
| Osaic Holdings, Inc. | 0.00% | 47,996 | $546,435 | $525,455 | -$20,980 | -3.84% | |
| Ariadne Wealth Management, Lp | 0.23% | 45,222 | $514,856 | $495,086 | -$19,770 | -3.84% | |
| Dynamic Advisor Solutions Llc | 0.01% | 48,188 | $511,867 | $527,557 | +$15,690 | +3.07% | |
| Boston Common Asset Management, Llc | 0.03% | 46,995 | $499,195 | $514,497 | +$15,302 | +3.07% | |
| Corient Private Wealth Llc | 0.00% | 43,780 | $498,430 | $479,299 | -$19,131 | -3.84% | |
| Private Wealth Management Group, Llc | 0.11% | 46,882 | $497,995 | $513,259 | +$15,264 | +3.07% | |
| Nwam Llc | 0.02% | 41,504 | $472,523 | $454,382 | -$18,141 | -3.84% | |
| D.A. Davidson & Co. | 0.00% | 41,836 | $444,394 | $458,016 | +$13,622 | +3.07% | |
| Aegis Wealth Management Llc | 0.20% | 37,766 | $429,966 | $413,458 | -$16,508 | -3.84% | |
| Equitable Holdings, Inc. | 0.00% | 37,073 | $422,075 | $405,871 | -$16,204 | -3.84% | |
| Aqr Capital Management Llc | 0.00% | 36,900 | $420,107 | $403,978 | -$16,129 | -3.84% | |
| Lpl Financial Llc | 0.00% | 33,801 | $384,824 | $370,050 | -$14,774 | -3.84% | |
| Cetera Investment Advisers | 0.00% | 32,592 | $371,055 | $356,814 | -$14,241 | -3.84% |
Frequently asked questions about VGSR
Who are the largest institutional holders of VGSR?
The largest institutional holders of VGSR reported in the latest SEC Form 13F filings include Abacus Wealth Partners, Llc, Brighton Jones Llc, Focus Partners Wealth, Fmr Llc, and Wealthspire Advisors, Llc. InsiderSet ranks institutional holders by their latest reported VGSR position.
What is VGSR institutional ownership?
This page tracks VGSR positions reported by institutional investment managers through SEC Form 13F. VERT GLB SUST RE ETF (VGSR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VGSR?
InsiderSet currently tracks 88 institutional managers reporting VGSR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of VGSR shareholders.
How much VGSR stock do institutions own?
Institutional investment managers disclosed approximately $399.26M in VGSR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VGSR institutional ownership last updated?
The latest VGSR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional VGSR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its VGSR position after the reporting date.
Are institutions buying or selling VGSR?
Institutional buying and selling can be analyzed by comparing VGSR positions across consecutive 13F reporting periods. InsiderSet's VGSR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VGSR ownership changes.
How has VGSR institutional ownership changed over time?
InsiderSet tracks VGSR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.