Autus Asset Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$3.91M	Sell	20,460 -194	-0.9%	-$37.4K	0.7%	54
2022 Q3	$3.71M	Buy	20,654 +467	+2%	+$93.1K	0.71%	56
2022 Q2	$3.81M	Buy	20,187 +619	+3%	+$127K	0.68%	55
2022 Q1	$4.46M	Sell	19,568 -15,897	-45%	-$3.57M	0.67%	53
2021 Q4	$8.56M	Buy	35,465 +730	+2%	+$172K	0.86%	49
2021 Q3	$7.71M	Sell	34,735 -46	-0.1%	-$10.5K	0.84%	49
2021 Q2	$7.75M	Sell	34,781 -2,389	-6%	-$518K	0.85%	49
2021 Q1	$7.68M	Buy	37,170 +2,854	+8%	+$577K	0.9%	46
2020 Q4	$6.68M	Sell	34,316 -1,701	-5%	-$311K	0.86%	48
2020 Q3	$6.13M	Buy	36,017 +583	+2%	+$98.1K	0.81%	48
2020 Q2	$5.55M	Sell	35,434 -393	-1%	-$58K	0.81%	50
2020 Q1	$4.62M	Sell	35,827 -4,791	-12%	-$741K	0.81%	48
2019 Q4	$6.65M	Buy	40,618 +106	+0.3%	+$16.6K	0.97%	43
2019 Q3	$6.12M	Buy	40,512 +777	+2%	+$117K	0.96%	44
2019 Q2	$5.96M	Buy	39,735 +4,064	+11%	+$599K	0.94%	46
2019 Q1	$5.16M	Sell	35,671 -3,200	-8%	-$446K	0.85%	48
2018 Q4	$4.96M	Sell	38,871 -448	-1%	-$61.9K	0.95%	46
2018 Q3	$5.88M	Sell	39,319 -807	-2%	-$119K	0.98%	44
2018 Q2	$5.63M	Buy	40,126 +19	+0%	+$2.65K	0.99%	44
2018 Q1	$5.44M	Buy	40,107 +1,069	+3%	+$150K	0.98%	45
2017 Q4	$5.36M	Sell	39,038 -133	-0.3%	-$17.8K	0.98%	43
2017 Q3	$5.07M	Sell	39,171 -1,754	-4%	-$222K	0.97%	44
2017 Q2	$5.09M	Buy	40,925 +1,543	+4%	+$190K	1.03%	43
2017 Q1	$4.78M	Sell	39,382 -6,917	-15%	-$828K	1%	41
2016 Q4	$5.34M	Sell	46,299 -1,192	-3%	-$134K	1.18%	36
2016 Q3	$5.29M	Buy	47,491 +2,053	+5%	+$228K	1.19%	38
2016 Q2	$4.87M	Buy	45,438 +1,368	+3%	+$145K	1.11%	39
2016 Q1	$4.62M	Buy	44,070 +735	+2%	+$72.9K	1.12%	36
2015 Q4	$4.52M	Buy	43,335 +1,389	+3%	+$146K	1.15%	34
2015 Q3	$4.14M	Buy	41,946 +1,532	+4%	+$161K	1.26%	31
2015 Q2	$4.33M	Sell	40,414 -94	-0.2%	-$10.3K	1.21%	34
2015 Q1	$4.34M	Buy	40,508 +1,563	+4%	+$167K	1.21%	35
2014 Q4	$4.13M	Buy	38,945 +1,240	+3%	+$128K	1.3%	36
2014 Q3	$3.82M	Buy	37,705 +2,570	+7%	+$263K	1.28%	37
2014 Q2	$3.58M	Buy	35,135 +26,116	+290%	+$2.57M	1.24%	35
2014 Q1	$879K	Buy	9,019 +733	+9%	+$70.2K	0.33%	63
2013 Q4	$795K	Sell	8,286 -26	-0.3%	-$2.39K	0.31%	62
2013 Q3	$729K	Sell	8,312 -390	-4%	-$33.9K	0.31%	63
2013 Q2	$719K	Buy	+8,702	New	+$722K	0.32%	63

Other funds holding VTI

AWA

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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

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

Autus Asset Management reduced its Vanguard Total Stock Market ETF (VTI) stake by 0.94% in Q4 2022, selling an estimated $37.4K and leaving 20,460 shares worth $3.91M. The position accounts for 0.7% of the portfolio, ranked #54.

Autus Asset Management first reported a position in VTI in Q2 2013 and has held it in 39 quarters since. The position peaked at $8.56M in Q4 2021. 2,301 funds tracked by Wall St. Rank hold VTI as of Q4 2022.

Autus Asset Management held 20,460 shares of Vanguard Total Stock Market ETF worth $3.91M as of Q4 2022.
Autus Asset Management sold 194 Vanguard Total Stock Market ETF shares in Q4 2022, an estimated $37.4K.
Vanguard Total Stock Market ETF made up 0.7% of Autus Asset Management's portfolio in Q4 2022, its #54 holding.
Autus Asset Management first reported a position in Vanguard Total Stock Market ETF in Q2 2013 and has held it in 39 quarters since.
Autus Asset Management's Vanguard Total Stock Market ETF position peaked at $8.56M in Q4 2021.
2,301 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2022.

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