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Manager Directed Portfolios shares owned by Private Wealth Management Group

Quarter-by-quarter ownership of Manager Directed Portfolios (VGSR) shares owned by Private Wealth Management Group from 13F filings

Historical chart of Private Wealth Management Group investment in Manager Directed Portfolios

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Manager Directed Portfolios by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $378k 36k 10.65
2025-06-30 $362k 35k 10.46
2025-03-31 $360k 36k 10.14
2024-12-31 $362k 36k 10.12
2024-09-30 $386k 35k 11.11
2024-03-31 $246k 25k 9.80
2023-12-31 $201k 20k 9.96

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Equity Market (DFUS)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Series Trust S&p 400 Mdcp Val (MDYV)
Palantir Technologies Cl A (PLTR)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Private Wealth Management Group

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