Cutler Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Cutler Group’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$1.03M	Buy	+5,647	New	+$992K	0.34%	71
2023 Q2	–	Sell	-4,371	Closed	-$684K	–	4220
2023 Q1	$673K	Buy	+4,371	New	+$670K	0.07%	282
2022 Q3	–	Sell	-605	Closed	-$90K	–	5570
2022 Q2	$86K	Buy	+605	New	+$92.1K	0.01%	1540
2022 Q1	–	Sell	-4,900	Closed	-$791K	–	6107
2021 Q4	$841K	Buy	+4,900	New	+$808K	0.04%	521
2019 Q4	–	Sell	-2,259	Closed	-$273K	–	4652
2019 Q3	$270K	Buy	+2,259	New	+$266K	0.02%	568
2018 Q4	–	Sell	-1,000	Closed	-$104K	–	4637
2018 Q3	$110K	Buy	+1,000	New	+$107K	0.01%	1144
2018 Q2	–	Sell	-400	Closed	-$40.8K	–	4947
2018 Q1	$40K	Sell	400 -700	-64%	-$72.6K	﹤0.01%	1824
2017 Q4	$112K	Buy	+1,100	New	+$108K	﹤0.01%	1305
2017 Q3	–	Sell	-32	Closed	-$2.99K	–	6795
2017 Q2	$2K	Buy	+32	New	+$2.94K	﹤0.01%	5638
2017 Q1	–	Sell	-2,078	Closed	-$184K	–	7282
2016 Q4	$177K	Sell	2,078 -1,703	-45%	-$143K	0.01%	1393
2016 Q3	$317K	Buy	3,781 +2,845	+304%	+$241K	0.01%	874
2016 Q2	$77K	Sell	936 -1,000	-52%	-$81.7K	﹤0.01%	1934
2016 Q1	$157K	Buy	+1,936	New	+$148K	0.01%	1190

Other funds holding VIG

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cutler Group's VIG Position: Q1 2024 in Review

Cutler Group opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q1 2024: 5,647 shares worth $1.03M. The stake represents 0.34% of the portfolio and ranks #71 among its holdings. This is a return to the name: Cutler Group previously reported a position in VIG as recently as Q1 2023.

Cutler Group first reported a position in VIG in Q1 2016 and has held it in 13 quarters since. 2,043 funds tracked by Wall St. Rank hold VIG as of Q1 2024.

Cutler Group held 5,647 shares of Vanguard Dividend Appreciation ETF worth $1.03M as of Q1 2024.
Vanguard Dividend Appreciation ETF was a new Cutler Group position in Q1 2024.
Vanguard Dividend Appreciation ETF made up 0.34% of Cutler Group's portfolio in Q1 2024, its #71 holding.
Cutler Group first reported a position in Vanguard Dividend Appreciation ETF in Q1 2016 and has held it in 13 quarters since.
2,043 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2024.

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