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Get Institutions for : 
Vert Global Sustainable Real Estate Etf (VGSR)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 51    48
Total shares held : 
 25,875,654  
% of shares held : 
 28.75%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   48  
Amount of shares held : 
 25,369,461  
% of shares held change : 
   28.19%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
48
 25,369,461
 98.04%
 
Increased Positions :
0
 0
 0%
 
Unchanged Positions :
3
 506,193
 1.96%
 
Decreased Positions :
0
0
0%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Abacus Wealth Partners LLC 1 - 2024-03-31 14,317,589 $140,380,000 602,948
   BRIGHTON JONES LLC 13 - 2024-03-31 2,793,065 $27,385,000 98,802
   First Pacific Financial 10 - 2024-03-31 1,147,919 $11,255,000 77,586
   Colorado Capital Management Inc. 12 - 2024-03-31 508,779 $4,988,000 64,286
   RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC 17 - 2024-03-31 240,275 $2,356,000 829
   Advisor Group Holdings Inc. 1867 - 2024-03-31 160,130 $1,593,000 19,783
   Envestnet Portfolio Solutions Inc. 719 - 2024-03-31 152,196 $1,492,000 19,923
   Hemington Wealth Management 31 - 2024-03-31 143,053 $1,403,000 8,752
   Waypoint Wealth Partners Inc. 30 - 2024-03-31 73,316 $719,000 6,382
   BUCKINGHAM ASSET MANAGEMENT, LLC 424 - 2024-03-31 61,304 $601,000 7,435
   Pine Haven Investment Counsel Inc 52 - 2024-03-31 59,295 $581,000 3,150
   CRESTWOOD ADVISORS LLC 347 - 2024-03-31 31,496 $309,000 669
   Private Wealth Management Group LLC 59 - 2024-03-31 25,051 $246,000 4,894
   First Affirmative Financial Network 216 - 2024-03-31 21,171 $208,000 212
   AdvisorNet Financial Inc 579 - 2024-03-31 12,500 $123,000 22
   MORRIS FINANCIAL CONCEPTS INC. 106 - 2024-03-31 11,982 $117,000 155
   SJS Investment Consulting Inc. 213 - 2024-03-31 3,623 $36,000 500
  17 Records found
  1    
  Page 1 of 1
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