13F Insight
DOSSIER · 13F Holders · Q2 2026
VGSR

MANAGER DIRECTED PORTFOLIOS

96 institutions still hold MANAGER DIRECTED PORTFOLIOS as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 56170L695·96 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$333M
visible holders
Holders
96
filers reporting
Concentration
37.80%
Abacus Wealth Partners, LLC #1
top holder share
AI Holders Summary · Q2 2026

96 institutions reported VGSR in Q2 2026. Abacus Wealth Partners, LLC leads at 37.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Abacus Wealth Partners, LLC
CIK 0001978011
$126M11.1M13.24%Q2 202602
Focus Partners Wealth
CIK 0001542153
$38M3.7M0.04%Q4 202503
BRIGHTON JONES LLC
CIK 0001360798
$38M3.7M1.60%Q1 202604
First Pacific Financial
CIK 0001810089
$17M1.5M2.06%Q2 202605
FMR LLC
CIK 0000315066
$16M1.5M0.00%Q1 202606
Forum Financial Management, LP
CIK 0001911832
$14M1.3M0.19%Q1 202607
Adero Partners, LLC
CIK 0001800593
$10M1.0M0.67%Q1 202508
PFG Investments, LLC
CIK 0001973224
$9M919K0.44%Q1 202609
NATURAL INVESTMENTS, LLC
CIK 0001800245
$8M812K2.07%Q1 202610
SOA Wealth Advisors, LLC.
CIK 0001849444
$7M626K1.20%Q2 202611
Colorado Capital Management, Inc.
CIK 0001664147
$6M591K2.28%Q1 202612
MISSION WEALTH MANAGEMENT, LP
CIK 0001645382
$6M496K0.07%Q2 202613
WCG Wealth Advisors LLC
CIK 0001855713
$6M546K0.16%Q1 202614
Savant Capital, LLC
CIK 0001482880
$5M507K0.03%Q1 202615
MASECO LLP
CIK 0002074052
$5M501K0.16%Q1 202616
Willow Creek Wealth Management Inc.
CIK 0001632407
$5M474K0.42%Q3 202517
North Berkeley Wealth Management, LLC
CIK 0002062383
$5M480K2.62%Q1 202618
Sand Hill Global Advisors, LLC
CIK 0001009209
$4M397K0.14%Q1 202619
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$4M334K0.02%Q2 202620
EP Wealth Advisors, LLC
CIK 0001540569
$4M365K0.02%Q1 2026
Page 1 of 5
76 more holders available. Log in →