Autus Asset Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$438K	Buy	4,051 +1,769	+78%	+$188K	0.08%	110
2022 Q3	$217K	Buy	2,282 +290	+15%	+$30.2K	0.04%	136
2022 Q2	$203K	Buy	+1,992	New	+$216K	0.04%	144
2022 Q1	–	Sell	-2,242	Closed	-$251K	–	179
2021 Q4	$251K	Sell	2,242 -15	-0.7%	-$1.63K	0.03%	165
2021 Q3	$234K	Sell	2,257 -325	-13%	-$34.4K	0.03%	161
2021 Q2	$270K	Buy	2,582 +100	+4%	+$10.5K	0.03%	149
2021 Q1	$251K	Sell	2,482 -120	-5%	-$11.6K	0.03%	153
2020 Q4	$238K	Sell	2,602 -100	-4%	-$8.69K	0.03%	144
2020 Q3	$219K	Hold	2,702	–	–	0.03%	150
2020 Q2	$213K	Buy	+2,702	New	+$210K	0.03%	147
2019 Q1	–	Sell	-2,994	Closed	-$234K	–	160
2018 Q4	$234K	Sell	2,994 -2	-0.1%	-$167	0.04%	137
2018 Q3	$261K	Buy	+2,996	New	+$259K	0.04%	136

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Autus Asset Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 78% in Q4 2022, buying an estimated $188K and bringing the position to 4,051 shares worth $438K. The position accounts for 0.08% of the portfolio, ranked #110.

Autus Asset Management first reported a position in VYM in Q3 2018 and has held it in 12 quarters since. 1,468 funds tracked by Wall St. Rank hold VYM as of Q4 2022.

Autus Asset Management held 4,051 shares of Vanguard High Dividend Yield ETF worth $438K as of Q4 2022.
Autus Asset Management bought 1,769 Vanguard High Dividend Yield ETF shares in Q4 2022, an estimated $188K.
Vanguard High Dividend Yield ETF made up 0.08% of Autus Asset Management's portfolio in Q4 2022, its #110 holding.
Autus Asset Management first reported a position in Vanguard High Dividend Yield ETF in Q3 2018 and has held it in 12 quarters since.
1,468 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2022.

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