§ EQUITY
USDVGSR
VERT GLB SUST RE ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
51 increased/new, 22 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Abacus Wealth Partners, LLC | 12.7M | 11.9% | +2% |
| BRIGHTON JONES LLC | 3.7M | n/a | +3% |
| Focus Partners Wealth | 3.5M | 0.0% | −3% |
| First Pacific Financial | 1.5M | 2.0% | +2% |
| Fidelity Management | 1.5M | 0.0% | +11% |
| Forum Financial Management, LP | 1.3M | 0.2% | +1% |
◇ AC INTELLIGENCE
Top institutional owners for VGSR as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER94.7% · 79 holders
QUALITY / COMPOUNDER4.2% · 1 holder
DEALER / BANK0.8% · 7 holders
PASSIVE / INDEX0.2% · 1 holder
SYSTEMATIC / QUANT0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for VGSR in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention VGSR yet.