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	-17,400	Closed	-$13K	–	4782
2022 Q4	$13K	Buy	17,400 +100	+0.6%	+$8.26K	﹤0.01%	2545
2022 Q3	$90K	Buy	+17,300	New	+$1.41M	0.01%	1472
2022 Q2	–	Sell	-600	Closed	-$1K	–	5734
2022 Q1	$1K	Sell	600 -3,500	-85%	-$335K	﹤0.01%	5107
2021 Q4	$2K	Buy	+4,100	New	+$399K	﹤0.01%	4846
2021 Q2	–	Sell	-500	Closed	-$1K	–	6407
2021 Q1	$1K	Buy	+500	New	+$39.9K	﹤0.01%	5395
2020 Q4	–	Sell	-1,400	Closed	-$1K	–	5542
2020 Q3	$1K	Buy	1,400 +100	+8%	+$5.95K	﹤0.01%	4480
2020 Q2	$1K	Buy	1,300 +200	+18%	+$11.1K	﹤0.01%	4186
2020 Q1	$7K	Buy	+1,100	New	+$74.9K	﹤0.01%	2937
2019 Q1	–	Sell	-200	Closed	-$1K	–	4818
2018 Q4	$1K	Buy	+200	New	+$13K	﹤0.01%	3731

Other funds holding VFH

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

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

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

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 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 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.