MANAGER DIRECTED PORTFOLIOS

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VGSR·56170L695·US·etf·Unknown - Unknown

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VGSR (MANAGER DIRECTED PORTFOLIOS) is held by 25 institutional investors as of Q1 2026. Largest holders: Focus Partners Wealth ($37.2M), FMR LLC ($15.6M), Savant Capital, LLC ($5.2M). Net institutional sentiment: Mixed.

25

Holders

Avg rating(4 Elite)

$77.6M

Total Value

60% (28)

Fund Consensus

15 buying - 10 selling

Smart Money Verdict

View all

57Mixed MomentumSingle Source

Institutional (13F)57

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how VGSR's score breaks down across 4 SEC sources

Holder Quality

4

★★★★★

Elite

11

★★★★

Strong

9

★★★

Solid

3

★★

Below

1

★

Weak

Held by 25 funds

4 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (25)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
FWFocus Partners Wealth	Decreased	3.5M(-3.4%)	$37.2M	0.0%	+7.23%	0
FMR LLC	Increased	1.5M(+10.5%)	$15.6M	0.0%	+6.11%	31
Savant Capital, LLC	Increased	507,143(+11.9%)	$5.2M	0.0%	+7.72%	30
EP Wealth Advisors, LLC	New	364,658	$3.8M	0.0%	-0.72%	37
HighTower Advisors, LLC	Decreased	333,587(-4.1%)	$3.4M	0.0%	+18.92%	0
Envestnet Portfolio Solutions, Inc.	Decreased	331,078(-0.8%)	$3.4M	0.0%	+10.70%	0
Beacon Pointe Advisors, LLC	Increased	248,542(+1.1%)	$2.6M	0.0%	+4.82%	26
NORTHERN TRUST CORP	Unchanged	155,612	$1.6M	0.0%	+10.19%	0
US BANCORP \DE\	Increased	119,065(+2.4%)	$1.2M	0.0%	+4.71%	26
JANE STREET GROUP, LLC	Increased	107,892(+584.9%)	$1.1M	0.0%	+0.04%	41
D.A. DAVIDSON & CO.	Decreased	43,044(-0.5%)	$444,645	0.0%	+15.76%	0
AQR CAPITAL MANAGEMENT LLC	Decreased	37,989(-6.4%)	$392,426	0.0%	+4.75%	0
Equitable Holdings, Inc.	Increased	33,905(+4.3%)	$352,612	0.0%	+11.06%	25
LPL Financial LLC	Increased	27,693(+56.0%)	$286,069	0.0%	+7.39%	33
Corient Private Wealth LLC	Increased	53,200(+113.3%)	$266,997	0.0%	+7.16%	37
Cetera Investment Advisers	Increased	19,466(+0.2%)	$201,085	0.0%	+19.06%	23
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	15,590(-58.4%)	$161,040	0.0%	+10.93%	0
Quantinno Capital Management LP	New	13,680	$141,314	0.0%	-0.72%	31
MAI Capital Management	Increased	9,230(+0.2%)	$95,344	0.0%	+4.89%	22
MORGAN STANLEY	Unchanged	6,789	$70,131	0.0%	+5.36%	0

Showing 1-20 of 28

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer