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VGSRVGSR
2 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in MANAGER DIRECTED PORTFOLIOS

EP Wealth Advisors, LLC holds 368,065 shares of VGSR (MANAGER DIRECTED PORTFOLIOS), worth $4.2M as of 2026-Q2. The position was increased (+0.9% shares). VGSR represents 0.0% of EP Wealth Advisors, LLC's portfolio.

Current Value

$4.2M

Current Shares

368,065

Total Value Change

+$423,502

Total Shares Change

+3,407

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
368,065
+0.9%
$4.2M0.0%$11.39
27
2026-Q1
New
364,658
-
$3.8M0.0%$11.11
37

Other major holders of VGSR: Focus Partners Wealth

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