CG
VPU

Cutler Group’s Vanguard Utilities ETF VPU Stock Holding History

Cutler Group’s Portfolio VPU Stock Details VPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-700
Closed -$95K – 3736
2023
Q4 		$95K Buy
700
+600
+600% +$79.2K 0.01% 1081
2023
Q3 		$12K Buy
+100
New +$14K ﹤0.01% 2386
2023
Q1 		– Sell
-2
Closed – – 4794
2022
Q4 		$0 Buy
+2
New +$296 ﹤0.01% 5296
2022
Q1 		– Sell
-1,499
Closed -$227K – 6124
2021
Q4 		$234K Buy
1,499
+899
+150% +$133K 0.01% 1197
2021
Q3 		$83K Buy
+600
New +$87.6K ﹤0.01% 2084
2021
Q1 		– Sell
-1,000
Closed -$136K – 6365
2020
Q4 		$137K Buy
1,000
+200
+25% +$27.6K 0.01% 1323
2020
Q3 		$103K Buy
800
+700
+700% +$90.6K 0.01% 1306
2020
Q2 		$12K Buy
+100
New +$12.7K ﹤0.01% 2775
2019
Q3 		– Sell
-299
Closed -$41K – 4773
2019
Q2 		$39K Buy
+299
New +$39.1K ﹤0.01% 1742
2018
Q2 		– Sell
-100
Closed -$11K – 4963
2018
Q1 		$11K Buy
+100
New +$11K ﹤0.01% 2758
2016
Q4 		– Sell
-1,938
Closed -$203K – 7400
2016
Q3 		$207K Buy
1,938
+400
+26% +$44.3K 0.01% 1175
2016
Q2 		$176K Sell
1,538
-35
-2% -$3.76K 0.01% 1214
2016
Q1 		$169K Buy
1,573
+1,000
+175% +$99.9K 0.01% 1142
2015
Q4 		$53K Buy
+573
New +$53.7K ﹤0.01% 2392

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Cutler Group's VPU Position: Q1 2024 in Review

Cutler Group sold out of Vanguard Utilities ETF (VPU) in Q1 2024, closing a stake of 700 shares — an estimated $95K sold.

Cutler Group first reported a position in VPU in Q4 2015 and held it in 14 quarters. The position peaked at $234K in Q4 2021. 492 funds tracked by Wall St. Rank hold VPU as of Q1 2024.

  • Cutler Group reported no remaining Vanguard Utilities ETF position as of Q1 2024 after selling out during the quarter.
  • Cutler Group sold 700 Vanguard Utilities ETF shares in Q1 2024, an estimated $95K.
  • Cutler Group first reported a position in Vanguard Utilities ETF in Q4 2015 and held it in 14 quarters.
  • Cutler Group's Vanguard Utilities ETF position peaked at $234K in Q4 2021.
  • 492 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2024.

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