Autus Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$1.02M	Buy	6,732 +24	+0.4%	+$3.58K	0.18%	81
2022 Q3	$907K	Buy	6,708 +397	+6%	+$59.1K	0.17%	80
2022 Q2	$905K	Sell	6,311 -2,149	-25%	-$327K	0.16%	83
2022 Q1	$1.37M	Sell	8,460 -372	-4%	-$60K	0.21%	75
2021 Q4	$1.52M	Buy	8,832 +135	+2%	+$22.3K	0.15%	84
2021 Q3	$1.34M	Buy	8,697 +227	+3%	+$36.2K	0.15%	87
2021 Q2	$1.31M	Buy	8,470 +217	+3%	+$33.3K	0.14%	85
2021 Q1	$1.21M	Buy	8,253 +667	+9%	+$94.9K	0.14%	86
2020 Q4	$1.07M	Sell	7,586 -797	-10%	-$108K	0.14%	89
2020 Q3	$1.08M	Buy	8,383 +1,296	+18%	+$163K	0.14%	88
2020 Q2	$831K	Buy	7,087 +2,961	+72%	+$337K	0.12%	95
2020 Q1	$427K	Buy	4,126 +1,105	+37%	+$132K	0.08%	108
2019 Q4	$377K	Sell	3,021 -50	-2%	-$6.05K	0.05%	121
2019 Q3	$367K	Sell	3,071 -35	-1%	-$4.13K	0.06%	123
2019 Q2	$358K	Buy	+3,106	New	+$348K	0.06%	122
2019 Q1	–	Sell	-3,360	Closed	-$329K	–	159
2018 Q4	$329K	Buy	+3,360	New	+$350K	0.06%	114

Other funds holding VIG

AWA

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

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Autus Asset Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.36% in Q4 2022, buying an estimated $3.58K and bringing the position to 6,732 shares worth $1.02M. The position accounts for 0.18% of the portfolio, ranked #81.

Autus Asset Management first reported a position in VIG in Q4 2018 and has held it in 16 quarters since. The position peaked at $1.52M in Q4 2021. 1,792 funds tracked by Wall St. Rank hold VIG as of Q4 2022.

Autus Asset Management held 6,732 shares of Vanguard Dividend Appreciation ETF worth $1.02M as of Q4 2022.
Autus Asset Management bought 24 Vanguard Dividend Appreciation ETF shares in Q4 2022, an estimated $3.58K.
Vanguard Dividend Appreciation ETF made up 0.18% of Autus Asset Management's portfolio in Q4 2022, its #81 holding.
Autus Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 16 quarters since.
Autus Asset Management's Vanguard Dividend Appreciation ETF position peaked at $1.52M in Q4 2021.
1,792 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2022.

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