Advisor Group Holdings »

Manager Directed Portfolios shares owned by Advisor Group Holdings

Quarter-by-quarter ownership of Manager Directed Portfolios (VGSR) shares owned by Advisor Group Holdings from 13F filings

Historical chart of Advisor Group Holdings investment in Manager Directed Portfolios

Tip: Access up to 7 years of quarterly data

All positions including Manager Directed Portfolios held by Advisor Group Holdings consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Manager Directed Portfolios by Advisor Group Holdings

Quarter filed Position value Share count Share price at filing
2024-09-30 $719k 64k 11.20
2024-03-31 $1.6M 160k 9.80
2023-12-31 $1.4M 140k 9.96

More positions owned by Advisor Group Holdings

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for Advisor Group Holdings

Top funds holding Manager Directed Portfolios

Abacus Wealth Partners
Brighton Jones
Merriman Wealth Management
First Pacific Financial
Vista Wealth Management Group
WCG Wealth Advisors
Mission Wealth Management
PFG Investments
HighTower Advisors
Colorado Capital Management
Balanced Rock Investment Advisors
SOA Wealth Advisors
Koss-Olinger Consulting
Colony
Red Lighthouse Investment Management

View all funds holding Manager Directed Portfolios