CG
VIS icon

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
2021
Q2 		– Sell
-400
Closed -$1K – 6414
2021
Q1 		$1K Buy
+400
New +$71.2K ﹤0.01% 5397
2018
Q1 		– Sell
-1,000
Closed -$1K – 5278
2017
Q4 		$1K Buy
+1,000
New +$137K ﹤0.01% 4601

Other funds holding VIS

Bank of America
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cetera Investment Advisers
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.