Autus Asset Management’s Vanguard ESG International Stock ETF VSGX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$710K	Sell	14,442 -825	-5%	-$39.2K	0.13%	95
2022 Q3	$664K	Sell	15,267 -99	-0.6%	-$4.82K	0.13%	94
2022 Q2	$754K	Sell	15,366 -305	-2%	-$16.1K	0.13%	95
2022 Q1	$896K	Sell	15,671 -578	-4%	-$33.9K	0.13%	92
2021 Q4	$1.01M	Buy	16,249 +1,051	+7%	+$65.8K	0.1%	100
2021 Q3	$938K	Buy	15,198 +1,621	+12%	+$103K	0.1%	99
2021 Q2	$871K	Buy	13,577 +1,515	+13%	+$96.7K	0.1%	103
2021 Q1	$740K	Buy	12,062 +3,029	+34%	+$187K	0.09%	108
2020 Q4	$535K	Buy	9,033 +724	+9%	+$40.1K	0.07%	117
2020 Q3	$429K	Buy	8,309 +706	+9%	+$36.3K	0.06%	116
2020 Q2	$366K	Buy	7,603 +1,154	+18%	+$52.2K	0.05%	122
2020 Q1	$265K	Buy	6,449 +2,470	+62%	+$122K	0.05%	124
2019 Q4	$213K	Buy	+3,979	New	+$205K	0.03%	154

Other funds holding VSGX

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

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

Autus Asset Management reduced its Vanguard ESG International Stock ETF (VSGX) stake by 5.4% in Q4 2022, selling an estimated $39.2K and leaving 14,442 shares worth $710K. The position accounts for 0.13% of the portfolio, ranked #95.

Autus Asset Management first reported a position in VSGX in Q4 2019 and has held it in 13 quarters since. The position peaked at $1.01M in Q4 2021. 274 funds tracked by Wall St. Rank hold VSGX as of Q4 2022.

Autus Asset Management held 14,442 shares of Vanguard ESG International Stock ETF worth $710K as of Q4 2022.
Autus Asset Management sold 825 Vanguard ESG International Stock ETF shares in Q4 2022, an estimated $39.2K.
Vanguard ESG International Stock ETF made up 0.13% of Autus Asset Management's portfolio in Q4 2022, its #95 holding.
Autus Asset Management first reported a position in Vanguard ESG International Stock ETF in Q4 2019 and has held it in 13 quarters since.
Autus Asset Management's Vanguard ESG International Stock ETF position peaked at $1.01M in Q4 2021.
274 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q4 2022.

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