Ethic »

Manager Directed Portfolios shares owned by Ethic

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

Historical chart of Ethic investment in Manager Directed Portfolios

Tip: Access up to 7 years of quarterly data

All positions including Manager Directed Portfolios held by Ethic 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 Ethic

Quarter filed Position value Share count Share price at filing
2024-03-31 $295k 30k 9.80

More positions owned by Ethic

Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Eli Lilly & Co. (LLY)
Meta Platforms Cl A (META)
Visa Com Cl A (V)
UnitedHealth (UNH)
Mastercard Incorporated Cl A (MA)
Merck & Co (MRK)
Broadcom (AVGO)
Home Depot (HD)
salesforce (CRM)

View all positions for Ethic

Top funds holding Manager Directed Portfolios

Abacus Wealth Partners
Brighton Jones
Merriman Wealth Management
Vista Wealth Management Group
First Pacific Financial
Mission Wealth Management
HighTower Advisors
PFG Investments
Colorado Capital Management
Balanced Rock Investment Advisors
SOA Wealth Advisors
Colony
Red Lighthouse Investment Management
Perigon Wealth Management
Northern Trust

View all funds holding Manager Directed Portfolios