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 | $130M | -1% | Sep 2025 |
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| Brighton Jones | 3.4M | $37M | 5% | Sep 2025 |
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| First Pacific Financial | 1.4M | $15M | 5% | Sep 2025 |
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| Colony | 1.4M | $15M | -60% | Sep 2025 |
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| FMR | 1.3M | $14M | 40% | Sep 2025 |
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| Forum Financial Management | 1.3M | $13M | 3% | Sep 2025 |
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| PFG Investments | 755k | $8.0M | 5% | Sep 2025 |
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| Mission Wealth Management | 651k | $6.9M | -1% | Sep 2025 |
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| Colorado Capital Management | 559k | $6.0M | 1% | Sep 2025 |
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| SOA Wealth Advisors | 510k | $5.4M | 6% | Sep 2025 |
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| Willow Creek Wealth Management | 474k | $5.1M | 5% | Sep 2025 |
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| North Berkeley Wealth Management | 445k | $4.7M | -1% | Sep 2025 |
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| HighTower Advisors | 404k | $4.3M | -12% | Sep 2025 |
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| Buckingham Strategic Partners | 396k | $4.2M | 52% | Sep 2025 |
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| Sand Hill Advisors | 375k | $4.0M | 100% | Sep 2025 |
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| LongView Asset Management | 353k | $3.8M | 15% | Sep 2025 |
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| Maseco | 310k | $3.3M | 100% | Sep 2025 |
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| Koss-Olinger Consulting | 282k | $2.9M | 0% | Sep 2025 |
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| Savant Capital Management | 267k | $2.8M | 28% | Sep 2025 |
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| Envestnet Portfolio Solutions | 263k | $2.8M | 8% | Sep 2025 |
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| Balanced Rock Investment Advisors | 241k | $2.6M | 4% | Sep 2025 |
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| Red Lighthouse Investment Management | 224k | $2.4M | -6% | Sep 2025 |
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| Allodium Investment Consultants | 205k | $2.2M | 13% | Sep 2025 |
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| Meritas Wealth Management | 200k | $2.1M | 1% | Sep 2025 |
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| Perigon Wealth Management | 193k | $2.1M | 0% | Sep 2025 |
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| Prime Capital Investment Advisors | 183k | $1.9M | -2% | Sep 2025 |
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| WCG Wealth Advisors | 143k | $1.5M | -60% | Sep 2025 |
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| Hemington Wealth Management | 133k | $1.4M | 2% | Sep 2025 |
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| Betterment | 109k | $1.2M | 49% | Sep 2025 |
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| Advisor Group Holdings | 105k | $1.1M | -58% | Sep 2025 |
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| Level Financial Advisors | 98k | $1.0M | 0% | Sep 2025 |
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| Index Fund Advisors | 87k | $922k | 15% | Sep 2025 |
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| Silver Oak Advisory Group | 85k | $903k | 9% | Sep 2025 |
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| Beacon Pointe Advisors | 80k | $852k | 100% | Sep 2025 |
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| Waypoint Wealth Partners | 77k | $801k | 100% | Jun 2025 |
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| Gts Securities | 69k | $736k | 100% | Sep 2025 |
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| Modera Wealth Management | 68k | $726k | 0% | Sep 2025 |
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| Pine Haven Investment Counsel | 68k | $725k | 0% | Sep 2025 |
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| Us Bancorp | 67k | $718k | 14091% | Sep 2025 |
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| Northern Trust | 62k | $663k | -60% | Sep 2025 |
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| Commonwealth Equity Services | 49k | $519k | 20% | Sep 2025 |
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| Dynamic Advisors Solutions | 46k | $494k | 129% | Sep 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. | 42k | $448k | 4% | Sep 2025 |
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| Nwam | 41k | $431k | 2% | Sep 2025 |
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| Aegis Wealth Management | 37k | $395k | 0% | Sep 2025 |
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| Private Wealth Management Group | 36k | $378k | 3% | Sep 2025 |
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| Modern Wealth Management | 35k | $377k | 0% | Sep 2025 |
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| Apella Capital | 31k | $326k | 23% | Sep 2025 |
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| Equitable Holdings | 30k | $321k | 1% | Sep 2025 |
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| LPL Financial | 27k | $289k | 37% | Sep 2025 |
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| MB Generational Wealth | 24k | $251k | -3% | Sep 2025 |
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| Trillium Asset Management Corporation | 24k | $251k | 0% | Sep 2025 |
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| CI Private Wealth | 23k | $248k | 1% | Sep 2025 |
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| Citadel Advisors | 20k | $214k | 100% | Sep 2025 |
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| Cetera Investment Advisers | 20k | $214k | -5% | Sep 2025 |
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| BetterWealth | 18k | $193k | 7% | Sep 2025 |
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| Cloud Capital Management | 18k | $190k | 100% | Sep 2025 |
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| Morris Financial Concepts | 17k | $178k | 1% | Sep 2025 |
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| JDH Wealth Management | 16k | $175k | -26% | Sep 2025 |
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| Jane Street | 16k | $172k | 100% | Sep 2025 |
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| First Affirmative Financial Network | 16k | $166k | -30% | Sep 2025 |
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| Ethic | 16k | $165k | -7% | Sep 2025 |
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| Crestwood Advisors | 14k | $151k | -12% | Sep 2025 |
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| AdvisorNet Financial | 14k | $146k | 1% | Sep 2025 |
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| Fund Evaluation Group | 14k | $144k | 100% | Sep 2025 |
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| Kestra Advisory Services | 11k | $120k | 100% | Sep 2025 |
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| Caprock | 11k | $117k | 1% | Sep 2025 |
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| Parkworth Wealth Management | 11k | $113k | 19% | Jun 2025 |
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| Greykasell Wealth Strategies | 7.2k | $76k | 0% | Sep 2025 |
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| Aspect Partners | 6.8k | $72k | 0% | Sep 2025 |
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| Morgan Stanley | 3.6k | $37k | 100% | Jun 2025 |
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| CoreFirst Bank & Trust | 3.4k | $36k | 100% | Sep 2025 |
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| Hanson McClain Advisors | 3.2k | $34k | 160750% | Sep 2025 |
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| SJS Investment Consulting | 2.9k | $31k | 0% | Sep 2025 |
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| MAI Wealth Advisors | 2.2k | $23k | 100% | Sep 2025 |
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| Parallel Advisors | 1.8k | $19k | 0% | Sep 2025 |
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| Bridge Generations Wealth Management | 1.6k | $17k | 0% | Sep 2025 |
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| Financial Connections Group | 1.4k | $15k | 1% | Sep 2025 |
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| Bank of New Hampshire | 1.2k | $12k | 0% | Sep 2025 |
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| Bellevue Asset Management | 879.00 | $9.4k | 1% | Sep 2025 |
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| UBS Group | 721.00 | $7.7k | 100% | Sep 2025 |
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| Brian McDonald | 620.00 | $6.6k | 26% | Sep 2025 |
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| Clarity Asset Management | 286.00 | $3.0k | 1% | Sep 2025 |
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| Orion Capital Management | 178.00 | $1.9k | 0% | Sep 2025 |
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| Clean Yield Group | 148.00 | $1.6k | 0% | Sep 2025 |
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Who sold out of Manager Directed Portfolios?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Natural Investments | Jun 2025 | 227k | $2.4M |
| Flow Traders US | Jun 2025 | 195k | $2.0M |
| Jpmorgan Chase & Co | Mar 2025 | 25k | $0 |
| Atria Wealth Solutions | Mar 2025 | 10k | $105k |