Cutler Group’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Cutler Group’s Portfolio VSS Stock Details VSS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$70K	Buy	600 +500	+500%	+$56.6K	0.02%	554
2023 Q4	$11K	Buy	+100	New	+$10.7K	﹤0.01%	2356
2023 Q1	–	Sell	-100	Closed	-$10.9K	–	4798
2022 Q4	$10K	Hold	100	–	–	﹤0.01%	2731
2022 Q3	$9K	Hold	100	–	–	﹤0.01%	3222
2022 Q2	$10K	Buy	+100	New	+$11.3K	﹤0.01%	3226
2022 Q1	–	Sell	-1,700	Closed	-$213K	–	6126
2021 Q4	$227K	Buy	1,700 +1,500	+750%	+$203K	0.01%	1222
2021 Q3	$26K	Buy	+200	New	+$27.5K	﹤0.01%	3113
2021 Q2	–	Sell	-520	Closed	-$70.4K	–	6435
2021 Q1	$66K	Buy	520 +420	+420%	+$53.2K	﹤0.01%	2114
2020 Q4	$12K	Buy	+100	New	+$11.3K	﹤0.01%	3079
2018 Q1	–	Sell	-100	Closed	-$12.1K	–	5298
2017 Q4	$11K	Sell	100 -100	-50%	-$11.7K	﹤0.01%	3070
2017 Q3	$22K	Buy	+200	New	+$22.4K	﹤0.01%	3055
2017 Q2	–	Sell	-200	Closed	-$21.3K	–	7158
2017 Q1	$20K	Buy	200 +100	+100%	+$9.97K	﹤0.01%	3340
2016 Q4	$9K	Buy	+100	New	+$9.57K	﹤0.01%	4356
2016 Q2	–	Sell	-182	Closed	-$17.2K	–	7371
2016 Q1	$16K	Buy	+182	New	+$16K	﹤0.01%	3554

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Cutler Group's VSS Position: Q1 2024 in Review

Cutler Group increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 500% in Q1 2024, buying an estimated $56.6K and bringing the position to 600 shares worth $70K. The position accounts for 0.02% of the portfolio, ranked #554.

Cutler Group first reported a position in VSS in Q1 2016 and has held it in 14 quarters since. The position peaked at $227K in Q4 2021. 583 funds tracked by Wall St. Rank hold VSS as of Q1 2024.

Cutler Group held 600 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $70K as of Q1 2024.
Cutler Group bought 500 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2024, an estimated $56.6K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.02% of Cutler Group's portfolio in Q1 2024, its #554 holding.
Cutler Group first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2016 and has held it in 14 quarters since.
Cutler Group's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $227K in Q4 2021.
583 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2024.

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