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Manager Directed Portfolios shares owned by Cetera Investment Advisers

Quarter-by-quarter ownership of Manager Directed Portfolios (VGSR) shares owned by Cetera Investment Advisers from 13F filings

Historical chart of Cetera Investment Advisers investment in Manager Directed Portfolios

Tip: Access up to 7 years of quarterly data

All positions including Manager Directed Portfolios held by Cetera Investment Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Manager Directed Portfolios by Cetera Investment Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $214k 20k 10.65
2025-06-30 $221k 21k 10.46
2025-03-31 $224k 22k 10.14
2024-12-31 $228k 23k 10.12
2024-09-30 $250k 23k 11.11
2024-06-30 $260k 27k 9.67
2024-03-31 $264k 27k 9.80

More positions owned by Cetera Investment Advisers

Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Msci Eafe (IEFA)
Amazon (AMZN)

View all positions for Cetera Investment Advisers

Top funds holding Manager Directed Portfolios

Abacus Wealth Partners
Brighton Jones
First Pacific Financial
Colony
FMR
Forum Financial Management
PFG Investments
Mission Wealth Management
Colorado Capital Management
SOA Wealth Advisors
Willow Creek Wealth Management
North Berkeley Wealth Management
HighTower Advisors
Buckingham Strategic Partners
Sand Hill Advisors

View all funds holding Manager Directed Portfolios