Autus Asset Management’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$560K	Buy	5,695 +400	+8%	+$38.9K	0.1%	102
2022 Q3	$472K	Buy	5,295 +1,080	+26%	+$106K	0.09%	104
2022 Q2	$406K	Sell	4,215 -1,070	-20%	-$107K	0.07%	109
2022 Q1	$546K	Buy	5,285 +2,215	+72%	+$225K	0.08%	107
2021 Q4	$327K	Buy	3,070 +255	+9%	+$26.1K	0.03%	150
2021 Q3	$275K	Sell	2,815 -60	-2%	-$6.06K	0.03%	149
2021 Q2	$283K	Sell	2,875 -35	-1%	-$3.38K	0.03%	147
2021 Q1	$272K	Sell	2,910 -70	-2%	-$6.43K	0.03%	146
2020 Q4	$267K	Buy	2,980 +315	+12%	+$27.1K	0.03%	138
2020 Q3	$220K	Hold	2,665	–	–	0.03%	149
2020 Q2	$211K	Buy	+2,665	New	+$206K	0.03%	148
2020 Q1	–	Sell	-2,565	Closed	-$236K	–	158
2019 Q4	$236K	Sell	2,565 -30	-1%	-$2.71K	0.03%	148
2019 Q3	$232K	Sell	2,595 -165	-6%	-$14.6K	0.04%	145
2019 Q2	$239K	Buy	+2,760	New	+$233K	0.04%	142
2019 Q1	–	Sell	-2,915	Closed	-$216K	–	158
2018 Q4	$216K	Buy	+2,915	New	+$234K	0.04%	143

Other funds holding VFMV

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Autus Asset Management increased its Vanguard US Minimum Volatility ETF (VFMV) stake by 7.6% in Q4 2022, buying an estimated $38.9K and bringing the position to 5,695 shares worth $560K. The position accounts for 0.1% of the portfolio, ranked #102.

Autus Asset Management first reported a position in VFMV in Q4 2018 and has held it in 15 quarters since. 35 funds tracked by Wall St. Rank hold VFMV as of Q4 2022.

Autus Asset Management held 5,695 shares of Vanguard US Minimum Volatility ETF worth $560K as of Q4 2022.
Autus Asset Management bought 400 Vanguard US Minimum Volatility ETF shares in Q4 2022, an estimated $38.9K.
Vanguard US Minimum Volatility ETF made up 0.1% of Autus Asset Management's portfolio in Q4 2022, its #102 holding.
Autus Asset Management first reported a position in Vanguard US Minimum Volatility ETF in Q4 2018 and has held it in 15 quarters since.
35 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q4 2022.

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