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Cutler Group’s Vanguard Russell 1000 ETF VONE Stock Holding History

Cutler Group’s Portfolio VONE Stock Details VONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-200
Closed -$3K – 3729
2023
Q4 		$3K Buy
+200
New +$40.5K ﹤0.01% 3022
2023
Q3 		– Sell
-800
Closed -$20K – 4372
2023
Q2 		$20K Hold
800
– – ﹤0.01% 1861
2023
Q1 		$12K Buy
+800
New +$146K ﹤0.01% 2238

Other funds holding VONE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HP
Hilltop Partners Mishawaka, Indiana $390M AUM 16.72% 1-Year Est. Return

Cutler Group's VONE Position: Q3 2023 in Review

Cutler Group sold out of Vanguard Russell 1000 ETF (VONE) in Q3 2023, closing a stake of 1,600 shares — an estimated $322K sold.

Cutler Group first reported a position in VONE in Q4 2022 and held it in 3 quarters. The position peaked at $968K in Q1 2023. 235 funds tracked by Wall St. Rank hold VONE as of Q3 2023.

  • Cutler Group reported no remaining Vanguard Russell 1000 ETF position as of Q3 2023 after selling out during the quarter.
  • Cutler Group sold 1,600 Vanguard Russell 1000 ETF shares in Q3 2023, an estimated $322K.
  • Cutler Group first reported a position in Vanguard Russell 1000 ETF in Q4 2022 and held it in 3 quarters.
  • Cutler Group's Vanguard Russell 1000 ETF position peaked at $968K in Q1 2023.
  • 235 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q3 2023.

Based on Cutler Group's 13F filing for Q3 2023, filed 7 Nov 2023.