Who owns MANAGER DIRECTED PORTFOLIOS?
- Ticker: VGSR
- CUSIP Number: 56170l695
Tip: Access positions for across all investors
Analyze quarterly positions in Manager Directed Portfolios with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Manager Directed Portfolios stock
Who bought or sold MANAGER DIRECTED PORTFOLIOS this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Abacus Wealth Partners | 12M | $129M | 1% | Dec 2025 |
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| Colony | 3.7M | $38M | 160% | Dec 2025 |
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| Brighton Jones | 3.6M | $37M | 4% | Dec 2025 |
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| First Pacific Financial | 1.5M | $16M | 4% | Dec 2025 |
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| FMR | 1.3M | $14M | 40% | Sep 2025 |
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| Forum Financial Management | 1.3M | $14M | 4% | Dec 2025 |
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| PFG Investments | 911k | $9.5M | 21% | Dec 2025 |
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| Natural Investments | 716k | $7.4M | 100% | Dec 2025 |
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| Mission Wealth Management | 638k | $6.6M | -2% | Dec 2025 |
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| Colorado Capital Management | 559k | $5.8M | 0% | Dec 2025 |
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| WCG Wealth Advisors | 534k | $5.5M | 273% | Dec 2025 |
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| SOA Wealth Advisors | 523k | $5.4M | 3% | Dec 2025 |
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| Willow Creek Wealth Management | 474k | $5.1M | 5% | Sep 2025 |
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| North Berkeley Wealth Management | 472k | $4.9M | 6% | Dec 2025 |
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| Savant Capital Management | 453k | $4.7M | 69% | Dec 2025 |
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| Sand Hill Advisors | 398k | $4.1M | 6% | Dec 2025 |
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| Maseco | 382k | $4.0M | 23% | Dec 2025 |
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| LongView Asset Management | 353k | $3.8M | 15% | Sep 2025 |
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| HighTower Advisors | 348k | $3.6M | -14% | Dec 2025 |
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| Envestnet Portfolio Solutions | 263k | $2.8M | 8% | Sep 2025 |
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| Koss-Olinger Consulting | 256k | $2.7M | -9% | Dec 2025 |
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| Beacon Pointe Advisors | 246k | $2.6M | 207% | Dec 2025 |
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| Balanced Rock Investment Advisors | 241k | $2.6M | 4% | Sep 2025 |
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| Red Lighthouse Investment Management | 228k | $2.4M | 1% | Dec 2025 |
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| Allodium Investment Consultants | 215k | $2.2M | 5% | Dec 2025 |
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| Perigon Wealth Management | 213k | $2.2M | 10% | Dec 2025 |
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| Meritas Wealth Management | 204k | $2.1M | 2% | Dec 2025 |
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| Prime Capital Investment Advisors | 179k | $1.9M | -2% | Dec 2025 |
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| Northern Trust | 156k | $1.6M | 150% | Dec 2025 |
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| Hemington Wealth Management | 133k | $1.4M | 2% | Sep 2025 |
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| Us Bancorp | 116k | $1.2M | 72% | Dec 2025 |
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| Buckingham Strategic Partners | 116k | $1.2M | -71% | Dec 2025 |
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| Betterment | 114k | $1.2M | 4% | Dec 2025 |
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| Level Financial Advisors | 106k | $1.1M | 7% | Dec 2025 |
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| Silver Oak Advisory Group | 97k | $1.0M | 14% | Dec 2025 |
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| Mason & Associates | 92k | $960k | 100% | Dec 2025 |
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| Dynamic Advisors Solutions | 88k | $917k | 90% | Dec 2025 |
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| Index Fund Advisors | 84k | $878k | -2% | Dec 2025 |
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| Pine Haven Investment Counsel | 70k | $732k | 3% | Dec 2025 |
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| Gts Securities | 69k | $736k | 100% | Sep 2025 |
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| Modera Wealth Management | 63k | $656k | -8% | Dec 2025 |
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| Advisor Group Holdings | 53k | $552k | -50% | Dec 2025 |
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| Ariadne Wealth Management | 46k | $476k | 1% | Sep 2025 |
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| AQR Capital Management | 45k | $475k | 100% | Sep 2025 |
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| D.A. Davidson & Co. | 43k | $450k | 3% | Dec 2025 |
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| Private Wealth Management Group | 39k | $410k | 11% | Dec 2025 |
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| Commonwealth Equity Services | 38k | $390k | -23% | Dec 2025 |
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| Aegis Wealth Management | 37k | $386k | 0% | Dec 2025 |
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| Nwam | 37k | $383k | -9% | Dec 2025 |
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| Modern Wealth Management | 35k | $377k | 0% | Sep 2025 |
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| Apella Capital | 35k | $360k | 12% | Dec 2025 |
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| Equitable Holdings | 33k | $338k | 8% | Dec 2025 |
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| Powerhouse Assets | 26k | $266k | 100% | Dec 2025 |
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| CI Private Wealth | 25k | $259k | 7% | Dec 2025 |
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| MB Generational Wealth | 24k | $251k | 100% | Sep 2025 |
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| Trillium Asset Management Corporation | 24k | $245k | 0% | Dec 2025 |
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| Citadel Advisors | 20k | $214k | 100% | Sep 2025 |
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| Cetera Investment Advisers | 19k | $202k | -3% | Dec 2025 |
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| BetterWealth | 19k | $198k | 5% | Dec 2025 |
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| Cloud Capital Management | 18k | $190k | 100% | Sep 2025 |
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| LPL Financial | 18k | $185k | -35% | Dec 2025 |
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| Morris Financial Concepts | 17k | $174k | 0% | Dec 2025 |
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| JDH Wealth Management | 16k | $171k | 0% | Dec 2025 |
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| Jane Street | 16k | $164k | -2% | Dec 2025 |
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| First Affirmative Financial Network | 16k | $166k | -30% | Sep 2025 |
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| Ethic | 15k | $159k | -2% | Dec 2025 |
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| AdvisorNet Financial | 15k | $158k | 11% | Dec 2025 |
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| Fund Evaluation Group | 14k | $148k | 5% | Dec 2025 |
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| Kestra Advisory Services | 13k | $132k | 13% | Dec 2025 |
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| Caprock | 11k | $116k | 2% | Dec 2025 |
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| Axxcess Wealth Management | 10k | $108k | 100% | Dec 2025 |
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| MAI Wealth Advisors | 9.2k | $96k | 320% | Dec 2025 |
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| Greykasell Wealth Strategies | 7.2k | $76k | 0% | Sep 2025 |
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| Aspect Partners | 6.8k | $71k | 0% | Dec 2025 |
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| CoreFirst Bank & Trust | 3.4k | $35k | 0% | Dec 2025 |
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| SJS Investment Consulting | 2.1k | $22k | -27% | Dec 2025 |
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| Bridge Generations Wealth Management | 1.6k | $16k | 0% | Dec 2025 |
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| Financial Connections Group | 1.4k | $14k | 1% | Dec 2025 |
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| Millstone Evans Group | 1.4k | $15k | 100% | Dec 2025 |
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| Bank of New Hampshire | 1.2k | $12k | 0% | Sep 2025 |
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| Parallel Advisors | 953.00 | $9.9k | -46% | Dec 2025 |
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| Bellevue Asset Management | 885.00 | $9.2k | 1% | Dec 2025 |
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| Brian McDonald | 773.00 | $8.0k | 25% | Dec 2025 |
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| Orion Capital Management | 568.00 | $5.9k | 219% | Dec 2025 |
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| Spire Wealth Management | 359.00 | $3.7k | 100% | Dec 2025 |
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| Clarity Asset Management | 286.00 | $3.0k | 1% | Sep 2025 |
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| Clean Yield Group | 148.00 | $1.5k | 0% | Dec 2025 |
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| Hanson McClain Advisors | 2.00 | $20.000000 | -100% | Dec 2025 |
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Who sold out of Manager Directed Portfolios?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Crestwood Advisors | Sep 2025 | 14k | $151k |
| UBS Group | Sep 2025 | 721.00 | $7.7k |