Manager Directed Portfolios - VGSR

Sector: Funds · Industry: Investment Company
Website: No information yet · Social: No information yet

Company profile

Powered by TradingView

Quarter snapshot

Latest / Compare
Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$413M
QoQ value delta ($000)
-$1K (0.0%)
Implied price effect (QoQ)
0.0%
Shares
Total shares
36,325,086
QoQ shares delta
0 (0.0%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (VGSR)

Powered by TradingView
Interactive chart by TradingView.

Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 1 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
Abacus Wealth Partners, LLC 125,977 11,063,945 13.24%
BRIGHTON JONES LLC 44,033 3,867,693 0.82%
Focus Partners Wealth 37,735 3,314,493 0.04%
FMR LLC 22,783 2,001,215 0.0%
First Pacific Financial 17,323 1,521,618 2.06%
Wealthspire Advisors, LLC 17,261 1,516,164 0.1%
Forum Financial Management, LP 15,430 1,355,310 0.2%
Savant Capital, LLC 12,258 1,123,472 0.04%
PFG Investments, LLC 10,277 902,746 0.4%
NATURAL INVESTMENTS, LLC 10,029 880,979 2.2%
SOA Wealth Advisors, LLC. 7,126 625,963 1.2%
WCG Wealth Advisors LLC 7,112 624,753 0.17%
Colorado Capital Management, Inc. 6,844 601,126 2.34%
MASECO LLP 6,000 527,020 0.17%
MISSION WEALTH MANAGEMENT, LP 5,650 496,294 0.07%
North Berkeley Wealth Management, LLC 5,195 456,331 2.1%
Sand Hill Global Advisors, LLC 4,605 404,502 0.14%
EP Wealth Advisors, LLC 4,190 368,065 0.02%
Envestnet Portfolio Solutions, Inc. 3,799 333,764 0.02%
HighTower Advisors, LLC 3,667 322,160 0.0%
Focus Partners Advisor Solutions, LLC 3,613 317,422 0.03%
Meritas Wealth Management, LLC 2,971 260,974 1.16%
Balanced Rock Investment Advisors LLC 2,947 258,929 1.84%
Allodium Investment Consultants, LLC 2,932 257,545 1.25%
Beacon Pointe Advisors, LLC 2,836 249,156 0.01%