Autus Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Autus Asset Management’s Portfolio BSV Stock Details BSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$622K	Buy	8,259 +33	+0.4%	+$2.48K	0.11%	100
2022 Q3	$615K	Hold	8,226	–	–	0.12%	98
2022 Q2	$632K	Sell	8,226 -1,688	-17%	-$130K	0.11%	99
2022 Q1	$772K	Sell	9,914 -2,874	-22%	-$228K	0.12%	98
2021 Q4	$1.03M	Buy	12,788 +159	+1%	+$12.9K	0.1%	96
2021 Q3	$1.03M	Buy	12,629 +303	+2%	+$24.9K	0.11%	92
2021 Q2	$1.01M	Hold	12,326	–	–	0.11%	94
2021 Q1	$1.01M	Buy	12,326 +2,412	+24%	+$199K	0.12%	92
2020 Q4	$822K	Buy	9,914 +35	+0.4%	+$2.9K	0.11%	99
2020 Q3	$820K	Buy	9,879 +1,930	+24%	+$160K	0.11%	97
2020 Q2	$661K	Hold	7,949	–	–	0.1%	103
2020 Q1	$654K	Hold	7,949	–	–	0.12%	92
2019 Q4	$641K	Buy	7,949 +931	+13%	+$75.1K	0.09%	107
2019 Q3	$567K	Buy	7,018 +19	+0.3%	+$1.53K	0.09%	109
2019 Q2	$563K	Sell	6,999 -165	-2%	-$13.2K	0.09%	109
2019 Q1	$571K	Sell	7,164 -60	-0.8%	-$4.74K	0.09%	112
2018 Q4	$567K	Sell	7,224 -413	-5%	-$32.2K	0.11%	103
2018 Q3	$596K	Buy	7,637 +95	+1%	+$7.42K	0.1%	106
2018 Q2	$590K	Hold	7,542	–	–	0.1%	106
2018 Q1	$592K	Buy	7,542 +500	+7%	+$39.3K	0.11%	109
2017 Q4	$557K	Hold	7,042	–	–	0.1%	111
2017 Q3	$562K	Sell	7,042 -150	-2%	-$12K	0.11%	114
2017 Q2	$574K	Hold	7,192	–	–	0.12%	111
2017 Q1	$574K	Sell	7,192 -1,275	-15%	-$101K	0.12%	112
2016 Q4	$673K	Sell	8,467 -25	-0.3%	-$2K	0.15%	106
2016 Q3	$686K	Buy	8,492 +1,065	+14%	+$86.1K	0.15%	106
2016 Q2	$602K	Sell	7,427 -180	-2%	-$14.5K	0.14%	114
2016 Q1	$613K	Buy	7,607 +120	+2%	+$9.62K	0.15%	109
2015 Q4	$596K	Buy	7,487 +85	+1%	+$6.8K	0.15%	106
2015 Q3	$595K	Sell	7,402 -81	-1%	-$6.49K	0.18%	88
2015 Q2	$600K	Buy	7,483 +150	+2%	+$12K	0.17%	89
2015 Q1	$590K	Sell	7,333 -85	-1%	-$6.82K	0.16%	90
2014 Q4	$593K	Sell	7,418 -105	-1%	-$8.43K	0.19%	76
2014 Q3	$602K	Sell	7,523 -150	-2%	-$12K	0.2%	75
2014 Q2	$616K	Sell	7,673 -1,104	-13%	-$88.6K	0.21%	77
2014 Q1	$703K	Sell	8,777 -638	-7%	-$51.2K	0.27%	69
2013 Q4	$753K	Sell	9,415 -734	-7%	-$59K	0.29%	63
2013 Q3	$816K	Buy	10,149 +129	+1%	+$10.3K	0.35%	59
2013 Q2	$802K	Buy	+10,020	New	+$809K	0.36%	59

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Autus Asset Management's BSV Position: Q4 2022 in Review

Autus Asset Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.4% in Q4 2022, buying an estimated $2.48K and bringing the position to 8,259 shares worth $622K. The position accounts for 0.11% of the portfolio, ranked #100.

Autus Asset Management first reported a position in BSV in Q2 2013 and has held it in 39 quarters since. The position peaked at $1.03M in Q3 2021. 1,167 funds tracked by Wall St. Rank hold BSV as of Q4 2022.

Autus Asset Management held 8,259 shares of Vanguard Short-Term Bond ETF worth $622K as of Q4 2022.
Autus Asset Management bought 33 Vanguard Short-Term Bond ETF shares in Q4 2022, an estimated $2.48K.
Vanguard Short-Term Bond ETF made up 0.11% of Autus Asset Management's portfolio in Q4 2022, its #100 holding.
Autus Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and has held it in 39 quarters since.
Autus Asset Management's Vanguard Short-Term Bond ETF position peaked at $1.03M in Q3 2021.
1,167 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2022.

Based on Autus Asset Management's 13F filing for Q4 2022, filed 24 Jan 2023.