CG
VIG icon

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 		– Sell
-6,100
Closed -$2K – 3717
2023
Q4 		$2K Buy
6,100
+1,100
+22% +$177K ﹤0.01% 3215
2023
Q3 		$15K Buy
5,000
+2,200
+79% +$357K ﹤0.01% 2251
2023
Q2 		$1K Sell
2,800
-3,400
-55% -$532K ﹤0.01% 3437
2023
Q1 		$5K Buy
6,200
+2,400
+63% +$368K ﹤0.01% 2766
2022
Q4 		$2K Buy
3,800
+2,400
+171% +$358K ﹤0.01% 3800
2022
Q3 		$5K Sell
1,400
-8,100
-85% -$1.21M ﹤0.01% 3709
2022
Q2 		$19K Sell
9,500
-2,700
-22% -$411K ﹤0.01% 2725
2022
Q1 		$12K Buy
12,200
+10,400
+578% +$1.68M ﹤0.01% 3496
2021
Q4 		$1K Sell
1,800
-5,600
-76% -$923K ﹤0.01% 5165
2021
Q3 		$3K Sell
7,400
-800
-10% -$127K ﹤0.01% 4881
2021
Q2 		$4K Buy
8,200
+500
+6% +$76.7K ﹤0.01% 4650
2021
Q1 		$2K Buy
7,700
+3,200
+71% +$455K ﹤0.01% 5037
2020
Q4 		$3K Sell
4,500
-24,200
-84% -$3.28M ﹤0.01% 4032
2020
Q3 		$16K Buy
28,700
+2,300
+9% +$289K ﹤0.01% 2662
2020
Q2 		$15K Buy
26,400
+22,000
+500% +$2.5M ﹤0.01% 2599
2020
Q1 		$37K Buy
+4,400
New +$525K ﹤0.01% 1918
2019
Q3 		– Sell
-2,200
Closed -$1K – 4764
2019
Q2 		$1K Buy
+2,200
New +$247K ﹤0.01% 4029
2019
Q1 		– Sell
-3,900
Closed -$25K – 4824
2018
Q4 		$25K Buy
+3,900
New +$407K ﹤0.01% 1962
2018
Q2 		– Sell
-600
Closed -$1K – 4948
2018
Q1 		$1K Buy
+600
New +$62.2K ﹤0.01% 4183
2017
Q2 		– Sell
-1,100
Closed -$1K – 7144
2017
Q1 		$1K Buy
+1,100
New +$97.5K ﹤0.01% 6033
2016
Q3 		– Sell
-3,900
Closed -$1K – 7433
2016
Q2 		$1K Sell
3,900
-7,600
-66% -$621K ﹤0.01% 6297
2016
Q1 		$5K Buy
+11,500
New +$882K ﹤0.01% 4891

Other funds holding VIG

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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. 2,038 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.
  • 2,038 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.