VERT GLB SUST RE ETF VGSR
$11.43
+0.8% 52w: $9.91 – $11.59
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data9.9110.7511.59
Jun 20, 2025 Jul 2, 2026
Institutional holders
89
+3 QoQ
13F value
$364.8M
+2.5% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns VGSR?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Abacus Wealth Partners, LLC | Wealth advisor | 12.7M | $130.7M | 11.9% | +2.0% |
| BRIGHTON JONES LLC | Other | 3.7M | $38.0M | 1.6% | +2.7% |
| Focus Partners Wealth | Wealth advisor | 3.5M | $37.2M | 0.0% | -3.4% |
| First Pacific Financial | Wealth advisor | 1.5M | $15.6M | 2.0% | +1.9% |
| FMR LLC | Long only active | 1.5M | $15.6M | 0.0% | +10.5% |
| Forum Financial Management, LP | Wealth advisor | 1.3M | $13.7M | 0.2% | +1.1% |
| PFG Investments, LLC | Diversified mechanical | 919.2K | $9.5M | 0.4% | +0.9% |
| NATURAL INVESTMENTS, LLC | Other | 812.2K | $8.4M | 2.1% | +13.5% |
| MISSION WEALTH MANAGEMENT, LP | Wealth advisor | 631.9K | $6.5M | 0.1% | -1.0% |
| Colorado Capital Management, Inc. | Wealth advisor | 590.9K | $6.1M | 2.3% | +5.7% |
| WCG Wealth Advisors LLC | Wealth advisor | 546.1K | $5.6M | 0.2% | +2.4% |
| SOA Wealth Advisors, LLC. | Wealth advisor | 540.1K | $5.6M | 1.1% | +3.2% |
| Savant Capital, LLC | Wealth advisor | 507.1K | $5.2M | 0.0% | +11.9% |
| MASECO LLP | Wealth advisor | 501.1K | $5.2M | 0.2% | +31.1% |
| North Berkeley Wealth Management, LLC | Wealth advisor | 480.0K | $5.0M | 2.6% | +1.7% |
| Sand Hill Global Advisors, LLC | Wealth advisor | 396.6K | $4.1M | 0.1% | -0.3% |
| EP Wealth Advisors, LLC | Wealth advisor | 364.7K | $3.8M | 0.0% | New |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 351.7K | $3.6M | 0.0% | +203.7% |
| HighTower Advisors, LLC | Diversified mechanical | 333.6K | $3.4M | 0.0% | -4.1% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 331.1K | $3.4M | 0.0% | -0.8% |
| Koss-Olinger Consulting, LLC | Wealth advisor | 259.6K | $2.7M | 0.2% | +1.5% |
| Balanced Rock Investment Advisors LLC | Wealth advisor | 256.1K | $2.6M | 1.9% | +0.4% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 248.5K | $2.6M | 0.0% | +1.1% |
| Allodium Investment Consultants, LLC | Wealth advisor | 242.8K | $2.5M | 1.2% | +13.1% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | Wealth advisor | 230.1K | $2.4M | 0.8% | +1.1% |
| Meritas Wealth Management, LLC | Wealth advisor | 225.2K | $2.3M | 1.1% | +10.4% |
| Perigon Wealth Management, LLC | Wealth advisor | 216.9K | $2.2M | 0.0% | +2.0% |
| NORTHERN TRUST CORP | Index provider | 155.6K | $1.6M | 0.0% | Held |
| Prime Capital Investment Advisors, LLC | Wealth advisor | 132.2K | $1.4M | 0.0% | -26.0% |
| US BANCORP \DE\ | Wealth advisor | 119.1K | $1.2M | 0.0% | +2.4% |
| Betterment LLC | Wealth advisor | 113.9K | $1.2M | 0.0% | +0.1% |
| JANE STREET GROUP, LLC | Market maker | 107.9K | $1.1M | 0.0% | +584.9% |
| Level Financial Advisors | Wealth advisor | 103.6K | $1.1M | 0.3% | -1.7% |
| Silver Oak Advisory Group, Inc. | Wealth advisor | 96.1K | $993K | 0.4% | -0.6% |
| Dynamic Advisor Solutions LLC | Wealth advisor | 96.0K | $992K | 0.0% | +8.9% |
| Mason & Associates Inc | Wealth advisor | 92.0K | $935K | 0.2% | -0.3% |
| Index Fund Advisors, Inc. | Wealth advisor | 88.1K | $910K | 0.0% | +4.3% |
| Pine Haven Investment Counsel, Inc ★2 | Fundamental diversified | 79.8K | $824K | 0.6% | +13.4% |
| Modera Wealth Management, LLC | Wealth advisor | 65.3K | $675K | 0.0% | +3.5% |
| Boston Common Asset Management, LLC | Other | 47.0K | $485K | 0.0% | New |
| Ariadne Wealth Management, LP | Wealth advisor | 46.3K | $478K | 0.2% | +0.6% |
| D.A. DAVIDSON & CO. | Wealth advisor | 43.0K | $445K | 0.0% | -0.5% |
| Private Wealth Management Group, LLC | Wealth advisor | 41.0K | $424K | 0.1% | +4.1% |
| NWAM LLC | Wealth advisor | 40.5K | $418K | 0.0% | +10.0% |
| Apella Capital, LLC | Wealth advisor | 35.4K | $401K | 0.0% | +2.6% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 38.0K | $392K | 0.0% | -6.4% |
| Aegis Wealth Management LLC | Wealth advisor | 37.8K | $390K | 0.2% | +1.8% |
| Equitable Holdings, Inc. | Wealth advisor | 33.9K | $353K | 0.0% | +4.3% |
| LPL Financial LLC | Bank broker | 27.7K | $286K | 0.0% | +56.0% |
| Powerhouse Assets LLC | Wealth advisor | 27.6K | $285K | 0.2% | +7.9% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.