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
2023
Q4 		– Sell
-500
Closed -$1K – 4404
2023
Q3 		$1K Sell
500
-600
-55% -$83.9K ﹤0.01% 3669
2023
Q2 		$1K Buy
+1,100
New +$161K ﹤0.01% 3444
2019
Q4 		– Sell
-700
Closed -$1K – 4662
2019
Q3 		$1K Buy
+700
New +$96K ﹤0.01% 3853

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.