Who Owns MANAGER DIRECTED PORTFOLIOS (VGSR)? -- Institutional Holders (2026-06-30)

95 institutions reported holding $413.0M of MANAGER DIRECTED PORTFOLIOS (VGSR) in SEC 13F filings for 2026-06-30. Largest institutional holders: Abacus Wealth Partners, LLC ($126.0M), BRIGHTON JONES LLC ($44.0M), Focus Partners Wealth ($37.7M), FMR LLC ($22.8M), First Pacific Financial ($17.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Abacus Wealth Partners, LLC$126.0M11.1MTrimmed
2BRIGHTON JONES LLC$44.0M3.9MAdded
3Focus Partners Wealth$37.7M3.3MTrimmed
4FMR LLC$22.8M2.0MAdded
5First Pacific Financial$17.3M1.5MAdded
6Wealthspire Advisors, LLC$17.3M1.5MNew
7Forum Financial Management, LP$15.4M1.4MAdded
8Savant Capital, LLC$12.3M1.1MAdded
9PFG Investments, LLC$10.3M902,746Trimmed
10NATURAL INVESTMENTS, LLC$10.0M880,979Added
11SOA Wealth Advisors, LLC.$7.1M625,963Added
12WCG Wealth Advisors LLC$7.1M624,753Added
13Colorado Capital Management, Inc.$6.8M601,126Added
14MASECO LLP$6.0M527,020Added
15MISSION WEALTH MANAGEMENT, LP$5.7M496,294Trimmed
16North Berkeley Wealth Management, LLC$5.2M456,331Trimmed
17Sand Hill Global Advisors, LLC$4.6M404,502Added
18EP Wealth Advisors, LLC$4.2M368,065Added
19Envestnet Portfolio Solutions, Inc.$3.8M333,764Added
20HighTower Advisors, LLC$3.7M322,160Trimmed
21Focus Partners Advisor Solutions, LLC$3.6M317,422Trimmed
22Meritas Wealth Management, LLC$3.0M260,974Added
23Balanced Rock Investment Advisors LLC$2.9M258,929Added
24Allodium Investment Consultants, LLC$2.9M257,545Added
25Beacon Pointe Advisors, LLC$2.8M249,156Added

来源：SEC 13F 申报文件 · 截至 2026-06-30