Rockefeller Capital Management »

Manager Directed Portfolios shares owned by Rockefeller Capital Management

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

Historical chart of Rockefeller Capital Management investment in Manager Directed Portfolios

Tip: Access up to 7 years of quarterly data

All positions including Manager Directed Portfolios held by Rockefeller Capital Management 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 Rockefeller Capital Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.5k 438 10.33

More positions owned by Rockefeller Capital Management

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Broadcom (AVGO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Tidal Trust Iii Rockefeller Glob (RGEF)
Tidal Trust Iii Rockefeller Us S (RSMC)

View all positions for Rockefeller Capital Management

Top funds holding Manager Directed Portfolios

Abacus Wealth Partners
Brighton Jones
Colony
First Pacific Financial
FMR
Forum Financial Management
PFG Investments
Natural Investments
Mission Wealth Management
Colorado Capital Management
WCG Wealth Advisors
SOA Wealth Advisors
Savant Capital Management
Maseco
North Berkeley Wealth Management

View all funds holding Manager Directed Portfolios