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Cutler Group’s Vanguard Small-Cap ETF VB Stock Holding History

Cutler Group’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$342K Buy
1,500
+1,200
+400% +$258K 0.11% 183
2023
Q4 		$63K Sell
300
-100
-25% -$19.3K 0.01% 1306
2023
Q3 		$75K Sell
400
-200
-33% -$39.8K 0.01% 1283
2023
Q2 		$119K Buy
+600
New +$113K 0.02% 838
2022
Q2 		– Sell
-1,595
Closed -$308K – 5722
2022
Q1 		$338K Sell
1,595
-645
-29% -$136K 0.02% 867
2021
Q4 		$506K Buy
+2,240
New +$509K 0.02% 738
2021
Q2 		– Sell
-5
Closed -$1.11K – 6397
2021
Q1 		$1K Hold
5
– – ﹤0.01% 5392
2020
Q4 		$0 Hold
5
– – ﹤0.01% 5535
2020
Q3 		$0 Hold
5
– – ﹤0.01% 5286
2020
Q2 		$0 Buy
+5
New +$671 ﹤0.01% 4930
2019
Q4 		– Sell
-3,989
Closed -$635K – 4640
2019
Q3 		$613K Buy
+3,989
New +$619K 0.06% 309
2019
Q1 		– Sell
-200
Closed -$29.7K – 4810
2018
Q4 		$26K Hold
200
– – ﹤0.01% 1934
2018
Q3 		$32K Sell
200
-644
-76% -$104K ﹤0.01% 1918
2018
Q2 		$131K Hold
844
– – 0.01% 985
2018
Q1 		$124K Sell
844
-5,950
-88% -$888K 0.01% 1054
2017
Q4 		$1M Buy
+6,794
New +$983K 0.04% 329
2017
Q3 		– Sell
-1,662
Closed -$226K – 6780
2017
Q2 		$225K Sell
1,662
-3,133
-65% -$420K 0.01% 1185
2017
Q1 		$639K Buy
+4,795
New +$634K 0.03% 546
2016
Q4 		– Sell
-167
Closed -$20.7K – 7373
2016
Q3 		$20K Buy
+167
New +$20.2K ﹤0.01% 3434
2016
Q2 		– Sell
-1,866
Closed -$212K – 7346
2016
Q1 		$208K Sell
1,866
-257
-12% -$26.6K 0.01% 996
2015
Q4 		$234K Buy
+2,123
New +$241K 0.01% 1066

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Cutler Group's VB Position: Q1 2024 in Review

Cutler Group increased its Vanguard Small-Cap ETF (VB) stake by 400% in Q1 2024, buying an estimated $258K and bringing the position to 1,500 shares worth $342K. The position accounts for 0.11% of the portfolio, ranked #183.

Cutler Group first reported a position in VB in Q4 2015 and has held it in 21 quarters since. The position peaked at $1M in Q4 2017. 1,892 funds tracked by Wall St. Rank hold VB as of Q1 2024.

  • Cutler Group held 1,500 shares of Vanguard Small-Cap ETF worth $342K as of Q1 2024.
  • Cutler Group bought 1,200 Vanguard Small-Cap ETF shares in Q1 2024, an estimated $258K.
  • Vanguard Small-Cap ETF made up 0.11% of Cutler Group's portfolio in Q1 2024, its #183 holding.
  • Cutler Group first reported a position in Vanguard Small-Cap ETF in Q4 2015 and has held it in 21 quarters since.
  • Cutler Group's Vanguard Small-Cap ETF position peaked at $1M in Q4 2017.
  • 1,892 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.