Autus Asset Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-4,000	Closed	-$246K	–	171
2021 Q1	$246K	Hold	4,000	–	–	0.03%	154
2020 Q4	$246K	Buy	+4,000	New	+$248K	0.03%	143
2020 Q1	–	Sell	-5,000	Closed	-$304K	–	159
2019 Q4	$304K	Sell	5,000 -180	-3%	-$11K	0.04%	133
2019 Q3	$316K	Buy	5,180 +180	+4%	+$11K	0.05%	130
2019 Q2	$305K	Hold	5,000	–	–	0.05%	131
2019 Q1	$302K	Hold	5,000	–	–	0.05%	134
2018 Q4	$301K	Hold	5,000	–	–	0.06%	120
2018 Q3	$299K	Sell	5,000 -3,000	-38%	-$179K	0.05%	129
2018 Q2	$479K	Hold	8,000	–	–	0.08%	112
2018 Q1	$480K	Sell	8,000 -1,000	-11%	-$60.1K	0.09%	110
2017 Q4	$542K	Hold	9,000	–	–	0.1%	113
2017 Q3	$547K	Hold	9,000	–	–	0.11%	117
2017 Q2	$547K	Sell	9,000 -2,000	-18%	-$122K	0.11%	114
2017 Q1	$669K	Sell	11,000 -1,000	-8%	-$60.7K	0.14%	104
2016 Q4	$731K	Hold	12,000	–	–	0.16%	99
2016 Q3	$735K	Sell	12,000 -900	-7%	-$55.1K	0.16%	101
2016 Q2	$793K	Hold	12,900	–	–	0.18%	100
2016 Q1	$789K	Hold	12,900	–	–	0.19%	98
2015 Q4	$784K	Hold	12,900	–	–	0.2%	100
2015 Q3	$790K	Buy	+12,900	New	+$788K	0.24%	80

Other funds holding VGSH

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Autus Asset Management's VGSH Position: Q2 2021 in Review

Autus Asset Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2021, closing a stake of 4,000 shares — an estimated $246K sold.

Autus Asset Management first reported a position in VGSH in Q3 2015 and held it in 20 quarters. The position peaked at $793K in Q2 2016. 495 funds tracked by Wall St. Rank hold VGSH as of Q2 2021.

Autus Asset Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2021 after selling out during the quarter.
Autus Asset Management sold 4,000 Vanguard Short-Term Treasury ETF shares in Q2 2021, an estimated $246K.
Autus Asset Management first reported a position in Vanguard Short-Term Treasury ETF in Q3 2015 and held it in 20 quarters.
Autus Asset Management's Vanguard Short-Term Treasury ETF position peaked at $793K in Q2 2016.
495 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2021.

Based on Autus Asset Management's 13F filing for Q2 2021, filed 16 Jul 2021.