CG
VO icon

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 		– Sell
-11,600
Closed -$3K – 3726
2023
Q4 		$3K Sell
11,600
-20,800
-64% -$1.11M ﹤0.01% 3021
2023
Q3 		$22K Buy
32,400
+10,800
+50% +$592K ﹤0.01% 1973
2023
Q2 		$2K Buy
21,600
+14,400
+200% +$755K ﹤0.01% 3137
2023
Q1 		$3K Sell
7,200
-2,800
-28% -$149K ﹤0.01% 3043
2022
Q4 		$7K Buy
10,000
+4,800
+92% +$244K ﹤0.01% 2985
2022
Q3 		$36K Sell
5,200
-3,600
-41% -$188K ﹤0.01% 2157
2022
Q2 		$47K Sell
8,800
-2,400
-21% -$130K ﹤0.01% 1990
2022
Q1 		$14K Buy
11,200
+2,000
+22% +$117K ﹤0.01% 3361
2021
Q4 		$7K Buy
+9,200
New +$577K ﹤0.01% 3993
2021
Q3 		– Sell
-5,200
Closed -$1K – 6430
2021
Q2 		$1K Sell
5,200
-23,600
-82% -$1.37M ﹤0.01% 5461
2021
Q1 		$8K Buy
+28,800
New +$1.56M ﹤0.01% 4030
2020
Q4 		– Sell
-6,400
Closed -$3K – 5551
2020
Q3 		$3K Buy
6,400
+3,200
+100% +$139K ﹤0.01% 3922
2020
Q2 		$3K Buy
3,200
+2,800
+700% +$107K ﹤0.01% 3668
2020
Q1 		$3K Sell
400
-8,000
-95% -$331K ﹤0.01% 3369
2019
Q4 		$2K Buy
8,400
+4,000
+91% +$172K ﹤0.01% 3523
2019
Q3 		$2K Buy
4,400
+1,200
+38% +$50.1K ﹤0.01% 3561
2019
Q2 		$1K Buy
+3,200
New +$131K ﹤0.01% 4031
2019
Q1 		– Sell
-400
Closed -$1K – 4829
2018
Q4 		$1K Buy
+400
New +$15K ﹤0.01% 3735
2018
Q1 		– Sell
-12,000
Closed -$1K – 5286
2017
Q4 		$1K Buy
+12,000
New +$453K ﹤0.01% 4607
2016
Q1 		– Sell
-26,000
Closed -$12K – 7275
2015
Q4 		$12K Buy
+26,000
New +$793K ﹤0.01% 3967

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.