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Manager Directed Portfolios shares owned by D.A. Davidson & Co.

Quarter-by-quarter ownership of Manager Directed Portfolios (VGSR) shares owned by D.A. Davidson & Co. from 13F filings

Historical chart of D.A. Davidson & Co. investment in Manager Directed Portfolios

Tip: Access up to 7 years of quarterly data

All positions including Manager Directed Portfolios held by D.A. Davidson & Co. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Manager Directed Portfolios by D.A. Davidson & Co.

Quarter filed Position value Share count Share price at filing
2024-03-31 $342k 35k 9.80
2023-12-31 $229k 23k 9.96

More positions owned by D.A. Davidson & Co.

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 2000 Val Etf (IWN)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Costco Wholesale Corporation (COST)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)

View all positions for D.A. Davidson & Co.

Top funds holding Manager Directed Portfolios

Abacus Wealth Partners
Brighton Jones
Merriman Wealth Management
Vista Wealth Management Group
First Pacific Financial
Mission Wealth Management
HighTower Advisors
PFG Investments
Colorado Capital Management
Balanced Rock Investment Advisors
SOA Wealth Advisors
Colony
Red Lighthouse Investment Management
Perigon Wealth Management
Northern Trust

View all funds holding Manager Directed Portfolios