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 | 11M | $126M | -13% | Jun 2026 |
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| Brighton Jones | 3.9M | $44M | 5% | Jun 2026 |
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| Colony | 3.3M | $38M | -6% | Jun 2026 |
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| FMR | 2.0M | $23M | 33% | Jun 2026 |
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| First Pacific Financial | 1.5M | $17M | 0% | Jun 2026 |
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| Sontag Advisory | 1.5M | $17M | 100% | Jun 2026 |
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| Forum Financial Management | 1.4M | $15M | 2% | Jun 2026 |
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| Savant Capital Management | 1.1M | $12M | 122% | Jun 2026 |
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| PFG Investments | 903k | $10M | -2% | Jun 2026 |
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| Natural Investments | 881k | $10M | 8% | Jun 2026 |
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| SOA Wealth Advisors | 626k | $7.1M | 16% | Jun 2026 |
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| WCG Wealth Advisors | 625k | $7.1M | 14% | Jun 2026 |
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| Colorado Capital Management | 601k | $6.8M | 2% | Jun 2026 |
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| Maseco | 527k | $6.0M | 5% | Jun 2026 |
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| Mission Wealth Management | 496k | $5.7M | -21% | Jun 2026 |
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| North Berkeley Wealth Management | 456k | $5.2M | -5% | Jun 2026 |
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| Sand Hill Advisors | 405k | $4.6M | 2% | Jun 2026 |
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| EP Wealth Advisors | 368k | $4.2M | 1% | Jun 2026 |
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| Envestnet Portfolio Solutions | 334k | $3.8M | 1% | Jun 2026 |
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| HighTower Advisors | 322k | $3.7M | -3% | Jun 2026 |
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| Buckingham Strategic Partners | 317k | $3.6M | -10% | Jun 2026 |
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| Meritas Wealth Management | 261k | $3.0M | 16% | Jun 2026 |
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| Balanced Rock Investment Advisors | 259k | $2.9M | 1% | Jun 2026 |
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| Allodium Investment Consultants | 258k | $2.9M | 6% | Jun 2026 |
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| Beacon Pointe Advisors | 249k | $2.8M | 0% | Jun 2026 |
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| Red Lighthouse Investment Management | 232k | $2.6M | 1% | Jun 2026 |
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| Perigon Wealth Management | 216k | $2.5M | 0% | Jun 2026 |
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| Koss-Olinger Consulting | 192k | $2.2M | -26% | Jun 2026 |
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| Prime Capital Investment Advisors | 133k | $1.5M | 0% | Jun 2026 |
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| Us Bancorp | 121k | $1.4M | 4% | Jun 2026 |
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| Betterment | 119k | $1.4M | 4% | Jun 2026 |
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| Silver Oak Advisory Group | 105k | $1.2M | 9% | Jun 2026 |
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| Level Financial Advisors | 103k | $1.2M | -1% | Jun 2026 |
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| Dynamic Advisors Solutions | 102k | $1.2M | 6% | Jun 2026 |
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| Mason & Associates | 84k | $957k | -9% | Jun 2026 |
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| Index Fund Advisors | 82k | $929k | -7% | Jun 2026 |
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| Pine Haven Investment Counsel | 82k | $928k | 2% | Jun 2026 |
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| Modera Wealth Management | 64k | $723k | -3% | Jun 2026 |
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| Miracle Mile Advisors | 57k | $648k | 296% | Jun 2026 |
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| Advisor Group Holdings | 48k | $547k | 14357% | Jun 2026 |
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| Boston Common Asset Management | 47k | $535k | 0% | Jun 2026 |
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| Ariadne Wealth Management | 45k | $515k | -2% | Jun 2026 |
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| Private Wealth Management Group | 45k | $514k | 10% | Jun 2026 |
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| CI Private Wealth | 44k | $498k | -18% | Jun 2026 |
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| D.A. Davidson & Co. | 41k | $468k | -4% | Jun 2026 |
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| Nwam | 41k | $418k | 10% | Mar 2026 |
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| Aegis Wealth Management | 38k | $430k | 0% | Jun 2026 |
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| Equitable Holdings | 37k | $422k | 9% | Jun 2026 |
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| AQR Capital Management | 37k | $420k | -3% | Jun 2026 |
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| Apella Capital | 35k | $407k | 0% | Jun 2026 |
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| LPL Financial | 34k | $385k | 22% | Jun 2026 |
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| Cetera Investment Advisers | 33k | $371k | 67% | Jun 2026 |
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| Powerhouse Assets | 28k | $315k | 0% | Jun 2026 |
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| MB Generational Wealth | 23k | $262k | -7% | Jun 2026 |
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| Wheels Up Wealth | 22k | $246k | -4% | Jun 2026 |
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| Trillium Asset Management Corporation | 21k | $240k | -11% | Jun 2026 |
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| BetterWealth | 20k | $227k | 5% | Jun 2026 |
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| Fidelis Capital Partners | 19k | $215k | 0% | Jun 2026 |
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| Commonwealth Equity Services | 19k | $212k | 20% | Jun 2026 |
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| Cloud Capital Management | 18k | $208k | 1% | Jun 2026 |
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| Morris Financial Concepts | 17k | $195k | 1% | Jun 2026 |
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| Quantinno Capital Management | 17k | $190k | 22% | Jun 2026 |
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| Axxcess Wealth Management | 17k | $188k | 100% | Jun 2026 |
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| JDH Wealth Management | 16k | $187k | 0% | Jun 2026 |
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| First Affirmative Financial Network | 16k | $164k | 100% | Mar 2026 |
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| Fund Evaluation Group | 14k | $162k | 0% | Jun 2026 |
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| Ethic | 14k | $162k | -2% | Jun 2026 |
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| AdvisorNet Financial | 14k | $157k | 52% | Jun 2026 |
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| Kestra Advisory Services | 13k | $152k | 100% | Jun 2026 |
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| Three Arch Wealth Management | 13k | $147k | 100% | Jun 2026 |
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| Mariner Wealth Advisors | 13k | $147k | 100% | Jun 2026 |
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| Caprock | 11k | $129k | 1% | Jun 2026 |
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| American Capital Advisory | 7.8k | $89k | 0% | Jun 2026 |
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| Greykasell Wealth Strategies | 7.2k | $82k | 0% | Jun 2026 |
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| Aspect Partners | 6.8k | $77k | 0% | Jun 2026 |
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| Morgan Stanley | 6.8k | $70k | 0% | Mar 2026 |
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| Westfuller Advisors | 5.5k | $63k | 0% | Jun 2026 |
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| Mercer Global Advisors | 5.5k | $62k | 100% | Jun 2026 |
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| Farther Finance Advisors | 4.8k | $55k | 100% | Jun 2026 |
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| SJS Investment Consulting | 1.8k | $20k | 0% | Jun 2026 |
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| Royal Bank of Canada | 1.5k | $17k | 70% | Jun 2026 |
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| Financial Connections Group | 1.4k | $14k | 1% | Mar 2026 |
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| Millstone Evans Group | 1.4k | $16k | 0% | Jun 2026 |
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| Bank of New Hampshire | 1.2k | $13k | 0% | Jun 2026 |
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| Fifth Third Bancorp | 1.1k | $13k | 36% | Jun 2026 |
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| Orion Capital Management | 1.1k | $13k | 2% | Jun 2026 |
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| Parallel Advisors | 953.00 | $11k | 0% | Jun 2026 |
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| Rossby Financial, LCC | 70.00 | $796.999000 | 100% | Jun 2026 |
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| Hanson McClain Advisors | 2.00 | $23.000000 | 0% | Jun 2026 |
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Who sold out of Manager Directed Portfolios?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Northern Trust | Mar 2026 | 156k | $1.6M |
| Jane Street | Mar 2026 | 108k | $1.1M |
| Modern Wealth Management | Mar 2026 | 15k | $152k |
| MAI Wealth Advisors | Mar 2026 | 9.2k | $95k |
| Bellevue Asset Management | Mar 2026 | 893.00 | $9.2k |
| Rockefeller Capital Management | Mar 2026 | 438.00 | $4.5k |
| Clarity Asset Management | Mar 2026 | 291.00 | $3.0k |