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

MANAGER DIRECTED PORTFOLIOS

99 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 56170L695·99 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$364M
visible holders
Holders
99
filers reporting
Concentration
34.57%
Abacus Wealth Partners, LLC #1
top holder share
AI Holders Summary · Q2 2026

99 institutions reported VGSR in Q2 2026. Abacus Wealth Partners, LLC leads at 34.6% 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
BRIGHTON JONES LLC
CIK 0001360798
$44M3.9M0.82%Q2 202603
Focus Partners Wealth
CIK 0001542153
$38M3.3M0.04%Q2 202604
FMR LLC
CIK 0000315066
$23M2.0M0.00%Q2 202605
Wealthspire Advisors, LLC
CIK 0001646247
$17M1.5M0.10%Q2 202606
First Pacific Financial
CIK 0001810089
$17M1.6M1.74%Q3 202607
Forum Financial Management, LP
CIK 0001911832
$15M1.4M0.19%Q3 202608
Savant Capital, LLC
CIK 0001482880
$12M1.1M0.04%Q2 202609
PFG Investments, LLC
CIK 0001973224
$10M903K0.40%Q2 202610
NATURAL INVESTMENTS, LLC
CIK 0001800245
$8M812K2.07%Q1 202611
SOA Wealth Advisors, LLC.
CIK 0001849444
$7M626K1.20%Q2 202612
WCG Wealth Advisors LLC
CIK 0001855713
$7M625K0.17%Q2 202613
Colorado Capital Management, Inc.
CIK 0001664147
$6M591K2.28%Q1 202614
MASECO LLP
CIK 0002074052
$6M527K0.17%Q2 202615
North Berkeley Wealth Management, LLC
CIK 0002062383
$5M456K2.10%Q2 202616
Willow Creek Wealth Management Inc.
CIK 0001632407
$5M474K0.42%Q3 202517
MISSION WEALTH MANAGEMENT, LP
CIK 0001645382
$5M440K0.07%Q3 202618
Sand Hill Global Advisors, LLC
CIK 0001009209
$5M405K0.14%Q2 202619
EP Wealth Advisors, LLC
CIK 0001540569
$4M368K0.02%Q2 202620
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$4M334K0.02%Q2 2026
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