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Manager Directed Portfolios shares owned by Envestnet Portfolio Solutions

Quarter-by-quarter ownership of Manager Directed Portfolios (VGSR) shares owned by Envestnet Portfolio Solutions from 13F filings

Historical chart of Envestnet Portfolio Solutions investment in Manager Directed Portfolios

Tip: Access up to 7 years of quarterly data

All positions including Manager Directed Portfolios held by Envestnet Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Manager Directed Portfolios by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 152k 9.80
2023-12-31 $1.3M 132k 9.96

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Total Usd (IUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Trust For Professional Man Activepassive Us (APUE)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Envestnet Portfolio Solutions

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