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Public ownership evidence

Vert Global Sustainable Real Estate ETF (VGSR) Ownership Disclosures

Read VGSR insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-10T07:40:50.020Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-2843,780$498,430None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-2682,216$855,045None
Beacon Pointe Advisors, LLC2026-06-302026-08-19249,156$2,836,643None
Orion Capital Management LLC2026-06-302026-08-191,118$12,728None
Balanced Rock Investment Advisors LLC2026-06-302026-08-18258,929$2,947,906None
Corient Private Wealth LP2026-06-302026-08-1843,780$498,430None
Equitable Holdings, Inc.2026-06-302026-08-1837,073$422,075None
WCG Wealth Advisors LLC2026-06-302026-08-15624,753$7,112,826None
OSAIC HOLDINGS, INC.2026-06-302026-08-1547,515$540,958None
OSAIC HOLDINGS, INC.2026-06-302026-08-15481$5,477None
Betterment LLC2026-06-302026-08-15118,698$1,352,000None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1536,900$420,107None
ROYAL BANK OF CANADA2026-06-302026-08-15606$7,000None
ROYAL BANK OF CANADA2026-06-302026-08-15871$10,000None
Cloud Capital Management, LLC2026-06-302026-08-1418,344$208,000None
Ariadne Wealth Management, LP2026-06-302026-08-1445,222$514,856None
FIDELIS CAPITAL PARTNERS, LLC2026-06-302026-08-1418,885$215,006None
Quantinno Capital Management LP2026-06-302026-08-1416,642$189,469None
Index Fund Advisors, Inc.2026-06-302026-08-1481,635$929,412None
Mariner, LLC2026-06-302026-08-1412,900$146,867None
MORGAN STANLEY2026-06-302026-08-14601$6,842None
MORGAN STANLEY2026-06-302026-08-145,987$68,162None
FMR LLC2026-06-302026-08-1438$433None
FMR LLC2026-06-302026-08-142,001,177$22,783,405None
Corient Private Wealth LP2026-06-302026-08-1343,780$498,430None
Cetera Investment Advisers2026-06-302026-08-1332,592$371,055None
Focus Partners Wealth2026-06-302026-08-133,314,493$37,735,506None
EP Wealth Advisors, LLC2026-06-302026-08-13368,065$4,190,419None
US BANCORP \DE\2026-06-302026-08-13121,079$1,378,484None
JPMORGAN CHASE & CO2026-06-302026-08-130$6None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗MLG Wealth Management DBA Pine Grove Financial Group ↗Beacon Pointe Advisors, LLC ↗Orion Capital Management LLC ↗Balanced Rock Investment Advisors LLC ↗Corient Private Wealth LP ↗Equitable Holdings, Inc. ↗WCG Wealth Advisors LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.