Cutler Group’s Vanguard Consumer Staples ETF VDC Stock Holding History

Cutler Group’s Portfolio VDC Stock Details VDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,300	Closed	-$2K	–	4389
2023 Q3	$2K	Buy	+1,300	New	+$251K	﹤0.01%	3369
2020 Q3	–	Sell	-1,000	Closed	-$4K	–	5289
2020 Q2	$4K	Hold	1,000	–	–	﹤0.01%	3513
2020 Q1	$17K	Buy	+1,000	New	+$154K	﹤0.01%	2416
2018 Q4	–	Sell	-2,000	Closed	-$1K	–	4635
2018 Q3	$1K	Buy	+2,000	New	+$279K	﹤0.01%	3894
2017 Q4	–	Sell	-6,100	Closed	-$32K	–	6006
2017 Q3	$32K	Buy	6,100 +5,100	+510%	+$718K	﹤0.01%	2688
2017 Q2	$5K	Buy	+1,000	New	+$143K	﹤0.01%	4887
2017 Q1	–	Sell	-1,000	Closed	-$1K	–	7273
2016 Q4	$1K	Buy	+1,000	New	+$134K	﹤0.01%	6172
2016 Q3	–	Sell	-8,700	Closed	-$2K	–	7429
2016 Q2	$2K	Buy	+8,700	New	+$1.18M	﹤0.01%	5772

Other funds holding VDC

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

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

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

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

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cutler Group's VDC Position: Q1 2023 in Review

Cutler Group sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2023, closing a stake of 1,575 shares — an estimated $301K sold.

Cutler Group first reported a position in VDC in Q4 2015 and held it in 15 quarters. The position peaked at $569K in Q3 2018. 538 funds tracked by Wall St. Rank hold VDC as of Q1 2023.

Cutler Group reported no remaining Vanguard Consumer Staples ETF position as of Q1 2023 after selling out during the quarter.
Cutler Group sold 1,575 Vanguard Consumer Staples ETF shares in Q1 2023, an estimated $301K.
Cutler Group first reported a position in Vanguard Consumer Staples ETF in Q4 2015 and held it in 15 quarters.
Cutler Group's Vanguard Consumer Staples ETF position peaked at $569K in Q3 2018.
538 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2023.

Based on Cutler Group's 13F filing for Q1 2023, filed 1 May 2023.