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Manager Directed Portfolios shares owned by Ethic

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

Historical chart of Ethic investment in Manager Directed Portfolios

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Manager Directed Portfolios by Ethic

Quarter filed Position value Share count Share price at filing
2024-09-30 $295k 30k 9.80
2024-03-31 $295k 30k 9.80

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Alphabet Cap Stk Cl C (GOOG)
Eli Lilly & Co. (LLY)
Meta Platforms Cl A (META)
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UnitedHealth (UNH)
Mastercard Incorporated Cl A (MA)
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Home Depot (HD)
salesforce (CRM)

View all positions for Ethic

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