Autus Asset Management, LLC Vanguard Wellington Fd Transaction History
Autus Asset Management, LLC
- $556 Million
- Q4 2022
A detailed history of Autus Asset Management, LLC transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Autus Asset Management, LLC holds 5,695 shares of VFMV stock, worth $663,695. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,695
Previous 5,295
7.55%
Holding current value
$663,695
Previous $472,000
18.64%
% of portfolio
0.1%
Previous 0.09%
Shares
16 transactions
Others Institutions Holding VFMV
# of Institutions
44Shares Held
569KCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO186KShares$21.7 Million2.29% of portfolio
-
Destiny Wealth Partners, LLC75.9KShares$8.85 Million1.55% of portfolio
-
Foundations Investment Advisors, LLC53.7KShares$6.26 Million0.17% of portfolio
-
Milestone Advisory Partners40.8KShares$4.75 Million3.27% of portfolio
-
Umb Bank, N.A.34.7KShares$4.04 Million0.06% of portfolio