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
2022 Q4	–	Sell	-800	Closed	-$8K	–	5292
2022 Q3	$8K	Buy	800 +100	+14%	+$13.5K	﹤0.01%	3327
2022 Q2	$5K	Buy	+700	New	+$99K	﹤0.01%	3774
2021 Q1	–	Sell	-10,400	Closed	-$2K	–	6357
2020 Q4	$2K	Sell	10,400 -700	-6%	-$78.4K	﹤0.01%	4261
2020 Q3	$23K	Buy	11,100 +6,200	+127%	+$628K	﹤0.01%	2365
2020 Q2	$22K	Buy	4,900 +4,700	+2,350%	+$431K	﹤0.01%	2329
2020 Q1	$7K	Buy	+200	New	+$21.5K	﹤0.01%	2939
2017 Q3	–	Sell	-1,300	Closed	-$1K	–	6802
2017 Q2	$1K	Sell	1,300 -400	-24%	-$40.9K	﹤0.01%	6066
2017 Q1	$1K	Buy	+1,700	New	+$171K	﹤0.01%	6036
2016 Q4	–	Sell	-3,000	Closed	-$3K	–	7397
2016 Q3	$3K	Sell	3,000 -900	-23%	-$83.3K	﹤0.01%	5473
2016 Q2	$5K	Buy	+3,900	New	+$343K	﹤0.01%	4985
2016 Q1	–	Sell	-500	Closed	-$7K	–	7278
2015 Q4	$7K	Buy	+500	New	+$43.7K	﹤0.01%	4594

Other funds holding VOE

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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.