CG
VSS icon

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
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return