Cutler Group’s Vanguard Industrials ETF VIS Stock Holding History

Cutler Group’s Portfolio VIS Stock Details VIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-900	Closed	-$5K	–	3720
2023 Q4	$5K	Buy	+900	New	+$181K	﹤0.01%	2773
2022 Q1	–	Sell	-400	Closed	-$2K	–	6111
2021 Q4	$2K	Buy	+400	New	+$80K	﹤0.01%	4847
2020 Q4	–	Sell	-400	Closed	-$4K	–	5546
2020 Q3	$4K	Buy	+400	New	+$56.4K	﹤0.01%	3723
2020 Q1	–	Sell	-200	Closed	-$1K	–	4714
2019 Q4	$1K	Sell	200 -800	-80%	-$120K	﹤0.01%	3782
2019 Q3	$2K	Buy	+1,000	New	+$144K	﹤0.01%	3558
2019 Q2	–	Sell	-700	Closed	-$1K	–	4851
2019 Q1	$1K	Buy	+700	New	+$94.7K	﹤0.01%	3827
2018 Q2	–	Sell	-500	Closed	-$1K	–	4950
2018 Q1	$1K	Buy	500 +100	+25%	+$14.4K	﹤0.01%	4184
2017 Q4	$5K	Hold	400	–	–	﹤0.01%	3680
2017 Q3	$2K	Buy	+400	New	+$51.8K	﹤0.01%	5182
2017 Q2	–	Sell	-400	Closed	-$2K	–	7147
2017 Q1	$2K	Buy	+400	New	+$49.2K	﹤0.01%	5575

Other funds holding VIS

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cutler Group's VIS Position: Q4 2023 in Review

Cutler Group sold out of Vanguard Industrials ETF (VIS) in Q4 2023, closing a stake of 100 shares — an estimated $20.2K sold.

Cutler Group first reported a position in VIS in Q4 2015 and held it in 12 quarters. The position peaked at $141K in Q2 2016. 424 funds tracked by Wall St. Rank hold VIS as of Q4 2023.

Cutler Group reported no remaining Vanguard Industrials ETF position as of Q4 2023 after selling out during the quarter.
Cutler Group sold 100 Vanguard Industrials ETF shares in Q4 2023, an estimated $20.2K.
Cutler Group first reported a position in Vanguard Industrials ETF in Q4 2015 and held it in 12 quarters.
Cutler Group's Vanguard Industrials ETF position peaked at $141K in Q2 2016.
424 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q4 2023.

Based on Cutler Group's 13F filing for Q4 2023, filed 18 Jan 2024.