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

Cutler Group’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$6K Sell
500
-1,000
-67% -$147K ﹤0.01% 1528
2023
Q4 		$16K Buy
1,500
+200
+15% +$26.9K ﹤0.01% 2114
2023
Q3 		$4K Buy
+1,300
New +$180K ﹤0.01% 3022
2022
Q3 		– Sell
-900
Closed -$18K – 5580
2022
Q2 		$18K Sell
900
-400
-31% -$56.6K ﹤0.01% 2767
2022
Q1 		$32K Buy
+1,300
New +$191K ﹤0.01% 2647
2021
Q2 		– Sell
-2,000
Closed -$28K – 6426
2021
Q1 		$28K Sell
2,000
-4,400
-69% -$563K ﹤0.01% 2912
2020
Q4 		$69K Buy
6,400
+1,600
+33% +$179K ﹤0.01% 1786
2020
Q3 		$17K Buy
4,800
+2,900
+153% +$294K ﹤0.01% 2598
2020
Q2 		$13K Buy
+1,900
New +$174K ﹤0.01% 2703
2019
Q4 		– Sell
-8,300
Closed -$16K – 4661
2019
Q3 		$16K Buy
8,300
+100
+1% +$11.1K ﹤0.01% 2344
2019
Q2 		$21K Buy
+8,200
New +$898K ﹤0.01% 2182
2018
Q4 		– Sell
-4,900
Closed -$4K – 4644
2018
Q3 		$4K Buy
4,900
+2,900
+145% +$330K ﹤0.01% 3229
2018
Q2 		$2K Sell
2,000
-1,500
-43% -$166K ﹤0.01% 3655
2018
Q1 		$10K Buy
3,500
+1,500
+75% +$169K ﹤0.01% 2811
2017
Q4 		$9K Buy
+2,000
New +$216K ﹤0.01% 3249
2017
Q3 		– Sell
-1,800
Closed -$5K – 6800
2017
Q2 		$5K Sell
1,800
-600
-25% -$61.4K ﹤0.01% 4889
2017
Q1 		$7K Buy
2,400
+1,100
+85% +$111K ﹤0.01% 4440
2016
Q4 		$1K Buy
1,300
+500
+63% +$47.4K ﹤0.01% 6178
2016
Q3 		$1K Buy
+800
New +$74K ﹤0.01% 6328

Other funds holding VOE

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cutler Group's VOE Position: Q1 2023 in Review

Cutler Group sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2023, closing a stake of 585 shares — an estimated $79K sold.

Cutler Group first reported a position in VOE in Q4 2015 and held it in 10 quarters. The position peaked at $182K in Q3 2020. 905 funds tracked by Wall St. Rank hold VOE as of Q1 2023.

  • Cutler Group reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2023 after selling out during the quarter.
  • Cutler Group sold 585 Vanguard Mid-Cap Value ETF shares in Q1 2023, an estimated $79K.
  • Cutler Group first reported a position in Vanguard Mid-Cap Value ETF in Q4 2015 and held it in 10 quarters.
  • Cutler Group's Vanguard Mid-Cap Value ETF position peaked at $182K in Q3 2020.
  • 905 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2023.

Based on Cutler Group's 13F filing for Q1 2023, filed 1 May 2023.