Manager Directed Portfolios (VGSR): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Manager Directed Portfolios (VGSR) following the 2026 Q1 hedge fund 13F filings?

As of today, VGSR has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), VGSR gained nan% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Manager Directed Portfolios (VGSR)

89 + Investors. Track Smart Money conviction in VGSR. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — VGSR

Based on 89 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added VGSR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

89 hedge funds hold VGSR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q

+11 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 69% buying

59 buying27 selling

Last quarter: 59 funds were net buyers (13 opened a brand new position + 46 added to an existing one). Only 27 were sellers (19 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter

Funds opening a new VGSR position: 5 → 16 → 7 → 13. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 28% medium ■ 24% new

43 out of 89 hedge funds have held VGSR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

➡️

Steady discovery — ~13 new funds/quarter

6 → 5 → 16 → 7 → 13 new funds/Q

New funds entering each quarter: 5 → 16 → 7 → 13. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 43% veterans vs 30% newcomers

■ 43% veterans ■ 27% 1-2yr ■ 30% new

Entry-cohort mix of 89 holders: 38 (43%) are 2+ year veterans, 24 entered 1–2 years ago, and 27 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds

7 of 89 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.8

out of 10

Low Exit Risk

Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	89	84	5.95%
13F Shares	35M	34M	3.16%
Total Value	$348M	$356M	-2.17%
New Positions	13	7	+6
Increased Positions	46	47	-1
Closed Positions	8	6	+2
Reduced Positions	19	19	-
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

5.95%

13F Shares

35M

34M

3.16%

Total Value

$348M

$356M

-2.17%

New Positions

Increased Positions

-1

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

89 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VGSR. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 VGSR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Abacus Wealth Partners, LLC	11.94%	12,658,314	$130.7M
2	North Berkeley Wealth Management, LLC	2.62%	480,025	$5.0M
3	First Pacific Financial	2.01%	1,514,648	$15.6M
4	Balanced Rock Investment Advisors LLC	1.86%	256,090	$2.6M
5	Brighton Jones LLC	1.60%	3,674,039	$38.0M
6	Allodium Investment Consultants, LLC	1.20%	242,850	$2.5M
7	SOA Wealth Advisors, LLC.	1.05%	540,065	$5.6M
8	Meritas Wealth Management, LLC	1.05%	225,198	$2.3M
9	Red Lighthouse Investment Management, LLC	0.80%	230,087	$2.4M
10	Pine Haven Investment Counsel, Inc	0.61%	79,787	$824K
11	PFG Investments, LLC	0.44%	919,239	$9.5M
12	Level Financial Advisors	0.27%	103,622	$1.1M
13	Powerhouse Assets LLC	0.25%	27,607	$285K
14	Koss-Olinger Consulting, LLC	0.22%	259,627	$2.7M
15	Aegis Wealth Management LLC	0.22%	37,766	$390K
16	Wheels Up Wealth, Inc.	0.22%	22,609	$234K
17	Ariadne Wealth Management, LP	0.21%	46,277	$478K
18	Forum Financial Management, LP	0.19%	1,324,959	$13.7M
19	Mason & Associates Inc	0.18%	91,992	$935K
20	Maseco LLP	0.16%	501,057	$5.2M
21	WCG Wealth Advisors LLC	0.16%	546,100	$5.6M
22	MB Generational Wealth, LLC	0.14%	24,844	$257K
23	Sand Hill Global Advisors, LLC	0.14%	396,605	$4.1M
24	Mission Wealth Management, LP	0.13%	631,905	$6.5M
25	JDH Wealth Management, LLC	0.11%	16,432	$170K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Manager Directed Portfolios (VGSR)

What does the Smart Money Trend signal show for VGSR?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added VGSR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for VGSR?

More buyers than sellers — 69% buying: Last quarter: 59 funds were net buyers (13 opened a brand new position + 46 added to an existing one). Only 27 were sellers (19 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VGSR holders?

Smaller funds dominant — 5% AUM from top-100: 7 of 89 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held VGSR?

48% of holders stayed for 2+ years: 43 out of 89 hedge funds have held VGSR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Manager Directed Portfolios (VGSR) following the 2026 Q1 hedge fund 13F filings?

As of today, VGSR has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), VGSR has gained nan% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Manager Directed Portfolios (VGSR)

Smart Money Signals — VGSR

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Steady growth — +14% more funds vs a year ago

More buyers than sellers — 69% buying

More new buyers each quarter (+6 vs last Q)

48% of holders stayed for 2+ years

Steady discovery — ~13 new funds/quarter

Veteran-anchored — 43% veterans vs 30% newcomers

Smaller funds dominant — 5% AUM from top-100

Institutional Sentiment Summary — VGSR

Hedge Fund Ownership: VGSR

Market Analysis: VGSR

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: VGSR

Is It Too Late to Buy Manager Directed Portfolios (VGSR) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: VGSR

Statistics: VGSR

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Manager Directed Portfolios (VGSR)

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