Vista Wealth Management Group »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
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)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Nu Hldgs Ord Shs Cl A (NU)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Doordash Cl A (DASH)
Snowflake Cl A (SNOW)
Ccc Intelligent Solutions Holdings (CCCS)
Datadog Cl A Com (DDOG)
NVIDIA Corporation (NVDA)
Procore Technologies (PCOR)

View all positions for Vista Wealth Management Group

Top funds holding Manager Directed Portfolios

Abacus Wealth Partners
Vista Wealth Management Group
First Pacific Financial
Mission Wealth Management
HighTower Advisors
PFG Investments
Colorado Capital Management
SOA Wealth Advisors
Colony
Buckingham Strategic Partners
Red Lighthouse Investment Management
Perigon Wealth Management
Savant Capital Management
Hemington Wealth Management
Advisor Group Holdings

View all funds holding Manager Directed Portfolios