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Manager Directed Portfolios shares owned by Vista Wealth Management Group

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

Historical chart of Vista 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 Vista 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 Vista Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $11M 1.1M 9.67
2024-03-31 $12M 1.2M 9.80
2023-12-31 $13M 1.3M 9.96

More positions owned by Vista Wealth Management Group

Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Real Estate E (DFAR)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Nu Hldgs Ord Shs Cl A (NU)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Datadog Cl A Com (DDOG)
Snowflake Cl A (SNOW)
NVIDIA Corporation (NVDA)
Ccc Intelligent Solutions Holdings (CCCS)
Doordash Cl A (DASH)
Apple (AAPL)

View all positions for Vista Wealth Management Group

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
Prime Capital Investment Advisors
Red Lighthouse Investment Management

View all funds holding Manager Directed Portfolios