Autus Asset Management’s Vanguard Health Care ETF VHT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$1.28M	Sell	5,158 -2	-0%	-$485	0.23%	74
2022 Q3	$1.15M	Sell	5,160 -112	-2%	-$26.7K	0.22%	72
2022 Q2	$1.24M	Buy	5,272 +353	+7%	+$85.1K	0.22%	74
2022 Q1	$1.25M	Buy	4,919 +148	+3%	+$36.6K	0.19%	78
2021 Q4	$1.27M	Sell	4,771 -100	-2%	-$25.5K	0.13%	89
2021 Q3	$1.2M	Buy	4,871 +121	+3%	+$31K	0.13%	89
2021 Q2	$1.17M	Buy	4,750 +80	+2%	+$19.1K	0.13%	89
2021 Q1	$1.07M	Sell	4,670 -115	-2%	-$26.4K	0.13%	88
2020 Q4	$1.07M	Sell	4,785 -154	-3%	-$32.9K	0.14%	88
2020 Q3	$1.01M	Sell	4,939 -330	-6%	-$66.8K	0.13%	90
2020 Q2	$1.01M	Sell	5,269 -121	-2%	-$22.7K	0.15%	89
2020 Q1	$895K	Sell	5,390 -413	-7%	-$75.5K	0.16%	86
2019 Q4	$1.11M	Buy	5,803 +206	+4%	+$36.9K	0.16%	84
2019 Q3	$938K	Buy	5,597 +510	+10%	+$87.3K	0.15%	92
2019 Q2	$884K	Buy	5,087 +100	+2%	+$16.9K	0.14%	93
2019 Q1	$860K	Buy	4,987 +465	+10%	+$78.8K	0.14%	97
2018 Q4	$726K	Sell	4,522 -93	-2%	-$15.8K	0.14%	92
2018 Q3	$832K	Buy	4,615 +93	+2%	+$16K	0.14%	96
2018 Q2	$719K	Buy	4,522 +27	+0.6%	+$4.25K	0.13%	101
2018 Q1	$690K	Sell	4,495 -70	-2%	-$11.2K	0.12%	101
2017 Q4	$703K	Buy	4,565 +204	+5%	+$31.3K	0.13%	100
2017 Q3	$664K	Buy	4,361 +391	+10%	+$58.3K	0.13%	101
2017 Q2	$585K	Buy	3,970 +170	+4%	+$24K	0.12%	110
2017 Q1	$524K	Buy	3,800 +15	+0.4%	+$2.02K	0.11%	117
2016 Q4	$480K	Buy	3,785 +285	+8%	+$36.4K	0.11%	115
2016 Q3	$466K	Buy	3,500 +175	+5%	+$23.6K	0.1%	117
2016 Q2	$434K	Buy	3,325 +380	+13%	+$48.8K	0.1%	121
2016 Q1	$363K	Hold	2,945	–	–	0.09%	124
2015 Q4	$392K	Buy	2,945 +120	+4%	+$15.6K	0.1%	126
2015 Q3	$346K	Sell	2,825 -460	-14%	-$63.1K	0.11%	103
2015 Q2	$459K	Buy	3,285 +40	+1%	+$5.53K	0.13%	98
2015 Q1	$440K	Buy	3,245 +420	+15%	+$55.3K	0.12%	100
2014 Q4	$355K	Buy	2,825 +135	+5%	+$16.6K	0.11%	93
2014 Q3	$315K	Buy	2,690 +415	+18%	+$47.6K	0.11%	95
2014 Q2	$254K	Buy	2,275 +125	+6%	+$13.4K	0.09%	111
2014 Q1	$230K	Hold	2,150	–	–	0.09%	109
2013 Q4	$217K	Sell	2,150 -75	-3%	-$7.35K	0.08%	112
2013 Q3	$207K	Buy	+2,225	New	+$204K	0.09%	113

Other funds holding VHT

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Autus Asset Management reduced its Vanguard Health Care ETF (VHT) stake by 0.04% in Q4 2022, selling an estimated $485 and leaving 5,158 shares worth $1.28M. The position accounts for 0.23% of the portfolio, ranked #74.

Autus Asset Management first reported a position in VHT in Q3 2013 and has held it in 38 quarters since. 941 funds tracked by Wall St. Rank hold VHT as of Q4 2022.

Autus Asset Management held 5,158 shares of Vanguard Health Care ETF worth $1.28M as of Q4 2022.
Autus Asset Management sold 2 Vanguard Health Care ETF shares in Q4 2022, an estimated $485.
Vanguard Health Care ETF made up 0.23% of Autus Asset Management's portfolio in Q4 2022, its #74 holding.
Autus Asset Management first reported a position in Vanguard Health Care ETF in Q3 2013 and has held it in 38 quarters since.
941 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2022.

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