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Manager Directed Portfolios shares owned by Union Bankshares

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

Historical chart of Union Bankshares investment in Manager Directed Portfolios

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Manager Directed Portfolios by Union Bankshares

Quarter filed Position value Share count Share price at filing
2026-03-31 $11 1 11.00

More positions owned by Union Bankshares

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares S&p 500 Index Fund Core S&p500 Etf (IVV)
Ishares S&p Midcap 400 Index Core S&p Mcp Etf (IJH)
Ishares Top 200 Growth Etf Rus Tp200 Gr Etf (IWY)
Ishares S&p Smallcap 600 Index Fund Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Ishares Russell Midcap Index Fund Rus Mid Cap Etf (IWR)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Berkshire Hathaway Inc B Clb New (BRK.B)

View all positions for Union Bankshares

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