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

Cutler Group’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-200	Closed	-$36.1K	–	3703
2023 Q4	$35K	Buy	+200	New	+$32.6K	﹤0.01%	1662
2021 Q2	–	Sell	-104	Closed	-$18K	–	6398
2021 Q1	$17K	Sell	104 -800	-88%	-$126K	﹤0.01%	3354
2020 Q4	$128K	Buy	904 +900	+22,500%	+$116K	0.01%	1374
2020 Q3	$0	Hold	4	–	–	﹤0.01%	5287
2020 Q2	$0	Buy	+4	New	+$401	﹤0.01%	4932
2018 Q2	–	Sell	-288	Closed	-$38.6K	–	4936
2018 Q1	$37K	Sell	288 -2,495	-90%	-$331K	﹤0.01%	1881
2017 Q4	$369K	Buy	+2,783	New	+$362K	0.02%	667
2017 Q1	–	Sell	-454	Closed	-$55.8K	–	7271
2016 Q4	$54K	Sell	454 -1,636	-78%	-$188K	﹤0.01%	2467
2016 Q3	$231K	Buy	+2,090	New	+$229K	0.01%	1087
2016 Q1	–	Sell	-188	Closed	-$17.7K	–	7256
2015 Q4	$18K	Buy	+188	New	+$19.2K	﹤0.01%	3525

Other funds holding VBR

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Cutler Group's VBR Position: Q1 2024 in Review

Cutler Group sold out of Vanguard Small-Cap Value ETF (VBR) in Q1 2024, closing a stake of 200 shares — an estimated $36.1K sold.

Cutler Group first reported a position in VBR in Q4 2015 and held it in 10 quarters. The position peaked at $369K in Q4 2017. 1,374 funds tracked by Wall St. Rank hold VBR as of Q1 2024.

Cutler Group reported no remaining Vanguard Small-Cap Value ETF position as of Q1 2024 after selling out during the quarter.
Cutler Group sold 200 Vanguard Small-Cap Value ETF shares in Q1 2024, an estimated $36.1K.
Cutler Group first reported a position in Vanguard Small-Cap Value ETF in Q4 2015 and held it in 10 quarters.
Cutler Group's Vanguard Small-Cap Value ETF position peaked at $369K in Q4 2017.
1,374 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2024.

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