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Cutler Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Cutler Group’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$1.3M Buy
+20,872
New +$1.23M 0.42% 50
2023
Q3 		– Sell
-1,800
Closed -$98.7K – 4369
2023
Q2 		$99K Buy
+1,800
New +$94.4K 0.01% 926
2022
Q4 		– Sell
-2,008
Closed -$102K – 5290
2022
Q3 		$94K Sell
2,008
-2,396
-54% -$125K 0.01% 1433
2022
Q2 		$216K Buy
4,404
+3,604
+451% +$195K 0.02% 959
2022
Q1 		$47K Buy
+800
New +$46.9K ﹤0.01% 2301
2020
Q3 		– Sell
-29,084
Closed -$1.27M – 5297
2020
Q2 		$1.19M Buy
29,084
+3,200
+12% +$123K 0.08% 261
2020
Q1 		$851K Sell
25,884
-9,600
-27% -$398K 0.04% 386
2019
Q4 		$1.58M Buy
+35,484
New +$1.52M 0.1% 183
2019
Q1 		– Sell
-684
Closed -$26.3K – 4828
2018
Q4 		$23K Buy
684
+400
+141% +$15K ﹤0.01% 2026
2018
Q3 		$11K Buy
+284
New +$11.6K ﹤0.01% 2617
2018
Q1 		– Sell
-484
Closed -$19.1K – 5285
2017
Q4 		$18K Sell
484
-1,116
-70% -$42.1K ﹤0.01% 2664
2017
Q3 		$58K Sell
1,600
-3,852
-71% -$139K ﹤0.01% 2117
2017
Q2 		$194K Buy
5,452
+4,800
+736% +$170K 0.01% 1308
2017
Q1 		$22K Sell
652
-10,800
-94% -$371K ﹤0.01% 3247
2016
Q4 		$376K Buy
11,452
+2,652
+30% +$85.8K 0.01% 873
2016
Q3 		$284K Buy
8,800
+8,400
+2,100% +$269K 0.01% 950
2016
Q2 		$12K Hold
400
– – ﹤0.01% 3966
2016
Q1 		$12K Sell
400
-4,400
-92% -$124K ﹤0.01% 3883
2015
Q4 		$144K Buy
+4,800
New +$146K 0.01% 1451

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cutler Group's VO Position: Q1 2024 in Review

Cutler Group opened a new position in Vanguard Mid-Cap ETF (VO) in Q1 2024: 20,872 shares worth $1.3M. The stake represents 0.42% of the portfolio and ranks #50 among its holdings. This is a return to the name: Cutler Group previously reported a position in VO as recently as Q2 2023.

Cutler Group first reported a position in VO in Q4 2015 and has held it in 19 quarters since. The position peaked at $1.58M in Q4 2019. 1,861 funds tracked by Wall St. Rank hold VO as of Q1 2024.

  • Cutler Group held 20,872 shares of Vanguard Mid-Cap ETF worth $1.3M as of Q1 2024.
  • Vanguard Mid-Cap ETF was a new Cutler Group position in Q1 2024.
  • Vanguard Mid-Cap ETF made up 0.42% of Cutler Group's portfolio in Q1 2024, its #50 holding.
  • Cutler Group first reported a position in Vanguard Mid-Cap ETF in Q4 2015 and has held it in 19 quarters since.
  • Cutler Group's Vanguard Mid-Cap ETF position peaked at $1.58M in Q4 2019.
  • 1,861 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2024.

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