Equitable Holdings »

Manager Directed Portfolios shares owned by Equitable Holdings

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

Historical chart of Equitable Holdings investment in Manager Directed Portfolios

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Manager Directed Portfolios by Equitable Holdings

Quarter filed Position value Share count Share price at filing
2025-09-30 $321k 30k 10.65
2025-06-30 $311k 30k 10.46
2025-03-31 $287k 29k 9.90

More positions owned by Equitable Holdings

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Morningstar Grwt (ILCG)
Vanguard Index Fds Value Etf (VTV)
Vanguard World Inf Tech Etf (VGT)
Ishares Tr Expnd Tec Sc Etf (IGM)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Equitable Holdings

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