Colony »

Manager Directed Portfolios shares owned by Colony

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

Historical chart of Colony investment in Manager Directed Portfolios

Tip: Access up to 7 years of quarterly data

All positions including Manager Directed Portfolios held by Colony 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 Colony

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.3M 324k 10.12
2024-09-30 $3.4M 302k 11.11
2024-06-30 $2.3M 241k 9.67
2024-03-31 $2.5M 252k 9.80
2023-12-31 $2.9M 290k 9.96

More positions owned by Colony

Apple (AAPL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ea Series Trust Ea Bridgeway Omn (BSVO)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Dimensional Etf Trust Us Equity Market (DFUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for Colony

Top funds holding Manager Directed Portfolios

Abacus Wealth Partners
Brighton Jones
Merriman Wealth Management
First Pacific Financial
Forum Financial Management
Vista Wealth Management Group
WCG Wealth Advisors
Mission Wealth Management
PFG Investments
HighTower Advisors
Colorado Capital Management
Willow Creek Wealth Management
SOA Wealth Advisors
Koss-Olinger Consulting
Colony

View all funds holding Manager Directed Portfolios