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Autus Asset Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Autus Asset Management’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$5.82M Sell
70,516
-1,167
-2% -$96.8K 1.05% 39
2022
Q3 		$5.75M Sell
71,683
-405
-0.6% -$37.9K 1.1% 35
2022
Q2 		$6.57M Sell
72,088
-1,163
-2% -$116K 1.17% 30
2022
Q1 		$7.94M Sell
73,251
-30,431
-29% -$3.22M 1.19% 31
2021
Q4 		$12M Sell
103,682
-514
-0.5% -$56.1K 1.21% 31
2021
Q3 		$10.6M Buy
104,196
+4,767
+5% +$506K 1.16% 34
2021
Q2 		$10.1M Buy
99,429
+3,095
+3% +$307K 1.11% 38
2021
Q1 		$8.85M Buy
96,334
+2,919
+3% +$257K 1.04% 39
2020
Q4 		$7.93M Sell
93,415
-5,045
-5% -$418K 1.02% 40
2020
Q3 		$7.77M Sell
98,460
-735
-0.7% -$59K 1.03% 41
2020
Q2 		$7.79M Sell
99,195
-1,325
-1% -$100K 1.14% 36
2020
Q1 		$7.02M Buy
100,520
+1,611
+2% +$141K 1.24% 34
2019
Q4 		$9.18M Buy
98,909
+367
+0.4% +$34K 1.33% 31
2019
Q3 		$9.19M Sell
98,542
-12,816
-12% -$1.16M 1.44% 24
2019
Q2 		$9.73M Sell
111,358
-3,476
-3% -$304K 1.54% 20
2019
Q1 		$9.98M Sell
114,834
-10,103
-8% -$835K 1.65% 20
2018
Q4 		$9.32M Buy
124,937
+176
+0.1% +$13.9K 1.79% 15
2018
Q3 		$10.1M Buy
124,761
+3,979
+3% +$328K 1.67% 19
2018
Q2 		$9.84M Buy
120,782
+4,879
+4% +$378K 1.72% 17
2018
Q1 		$8.75M Buy
115,903
+8,590
+8% +$657K 1.58% 19
2017
Q4 		$8.9M Buy
107,313
+1,551
+1% +$130K 1.62% 18
2017
Q3 		$8.79M Buy
105,762
+2,340
+2% +$196K 1.69% 17
2017
Q2 		$8.61M Buy
103,422
+3,039
+3% +$253K 1.73% 12
2017
Q1 		$8.29M Buy
100,383
+20,807
+26% +$1.73M 1.74% 14
2016
Q4 		$6.57M Buy
79,576
+456
+0.6% +$37.1K 1.45% 22
2016
Q3 		$6.86M Buy
79,120
+4,591
+6% +$410K 1.54% 18
2016
Q2 		$6.61M Buy
74,529
+4,636
+7% +$390K 1.51% 22
2016
Q1 		$5.86M Buy
69,893
+3,860
+6% +$300K 1.42% 24
2015
Q4 		$5.26M Buy
66,033
+2,550
+4% +$202K 1.34% 23
2015
Q3 		$4.8M Buy
63,483
+1,560
+3% +$120K 1.46% 25
2015
Q2 		$4.63M Buy
61,923
+4,060
+7% +$324K 1.29% 28
2015
Q1 		$4.88M Sell
57,863
-208
-0.4% -$17.7K 1.35% 30
2014
Q4 		$4.7M Buy
58,071
+1,674
+3% +$131K 1.48% 30
2014
Q3 		$4.05M Buy
56,397
+714
+1% +$53.9K 1.36% 35
2014
Q2 		$4.17M Buy
55,683
+2,088
+4% +$154K 1.44% 32
2014
Q1 		$3.79M Buy
53,595
+3,780
+8% +$259K 1.43% 32
2013
Q4 		$3.22M Buy
49,815
+1,066
+2% +$71.3K 1.26% 34
2013
Q3 		$3.22M Buy
48,749
+2,879
+6% +$196K 1.36% 32
2013
Q2 		$3.15M Buy
+45,870
New +$3.33M 1.42% 33

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Autus Asset Management reduced its Vanguard Real Estate ETF (VNQ) stake by 1.6% in Q4 2022, selling an estimated $96.8K and leaving 70,516 shares worth $5.82M. The position accounts for 1.05% of the portfolio, ranked #39.

Autus Asset Management first reported a position in VNQ in Q2 2013 and has held it in 39 quarters since. The position peaked at $12M in Q4 2021. 1,618 funds tracked by Wall St. Rank hold VNQ as of Q4 2022.

  • Autus Asset Management held 70,516 shares of Vanguard Real Estate ETF worth $5.82M as of Q4 2022.
  • Autus Asset Management sold 1,167 Vanguard Real Estate ETF shares in Q4 2022, an estimated $96.8K.
  • Vanguard Real Estate ETF made up 1.05% of Autus Asset Management's portfolio in Q4 2022, its #39 holding.
  • Autus Asset Management first reported a position in Vanguard Real Estate ETF in Q2 2013 and has held it in 39 quarters since.
  • Autus Asset Management's Vanguard Real Estate ETF position peaked at $12M in Q4 2021.
  • 1,618 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2022.

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