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Cutler Group’s Vanguard Financials ETF VFH Stock Holding History

Cutler Group’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,158
Closed -$183K – 4781
2022
Q4 		$178K Sell
2,158
-1,800
-45% -$149K 0.02% 848
2022
Q3 		$294K Buy
3,958
+3,358
+560% +$273K 0.02% 784
2022
Q2 		$46K Sell
600
-100
-14% -$8.44K ﹤0.01% 2008
2022
Q1 		$65K Buy
700
+600
+600% +$57.5K ﹤0.01% 2036
2021
Q4 		$9K Sell
100
-100
-50% -$9.74K ﹤0.01% 3812
2021
Q3 		$18K Sell
200
-1,710
-90% -$158K ﹤0.01% 3459
2021
Q2 		$172K Buy
1,910
+1,100
+136% +$99.4K 0.01% 1452
2021
Q1 		$68K Sell
810
-1,690
-68% -$135K ﹤0.01% 2093
2020
Q4 		$182K Buy
+2,500
New +$165K 0.01% 1138
2020
Q1 		– Sell
-1,159
Closed -$78.9K – 4710
2019
Q4 		$88K Buy
+1,159
New +$84.6K 0.01% 1269
2019
Q3 		– Sell
-1,499
Closed -$104K – 4762
2019
Q2 		$103K Buy
1,499
+1,300
+653% +$88.2K 0.01% 1083
2019
Q1 		$12K Buy
+199
New +$12.9K ﹤0.01% 2404
2018
Q2 		– Sell
-200
Closed -$13K – 4946
2018
Q1 		$13K Hold
200
– – ﹤0.01% 2601
2017
Q4 		$14K Buy
200
+100
+100% +$6.78K ﹤0.01% 2884
2017
Q3 		$6K Buy
+100
New +$6.31K ﹤0.01% 4267
2017
Q2 		– Sell
-2,455
Closed -$148K – 7143
2017
Q1 		$148K Sell
2,455
-6,680
-73% -$407K 0.01% 1415
2016
Q4 		$542K Buy
9,135
+8,407
+1,155% +$459K 0.02% 653
2016
Q3 		$35K Sell
728
-700
-49% -$34.5K ﹤0.01% 2825
2016
Q2 		$67K Buy
+1,428
New +$67.8K ﹤0.01% 2070
2016
Q1 		– Sell
-728
Closed -$32.3K – 7264
2015
Q4 		$35K Buy
+728
New +$35.6K ﹤0.01% 2843

Other funds holding VFH

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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cutler Group's VFH Position: Q1 2023 in Review

Cutler Group sold out of Vanguard Financials ETF (VFH) in Q1 2023, closing a stake of 2,158 shares — an estimated $183K sold.

Cutler Group first reported a position in VFH in Q4 2015 and held it in 20 quarters. The position peaked at $542K in Q4 2016. 530 funds tracked by Wall St. Rank hold VFH as of Q1 2023.

  • Cutler Group reported no remaining Vanguard Financials ETF position as of Q1 2023 after selling out during the quarter.
  • Cutler Group sold 2,158 Vanguard Financials ETF shares in Q1 2023, an estimated $183K.
  • Cutler Group first reported a position in Vanguard Financials ETF in Q4 2015 and held it in 20 quarters.
  • Cutler Group's Vanguard Financials ETF position peaked at $542K in Q4 2016.
  • 530 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2023.

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