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	–	Sell	-300	Closed	-$1K	–	3747
2023 Q4	$1K	Buy	+300	New	+$32.2K	﹤0.01%	3495
2023 Q3	–	Sell	-200	Closed	-$1K	–	4380
2023 Q2	$1K	Hold	200	–	–	﹤0.01%	3446
2023 Q1	$1K	Buy	+200	New	+$21.7K	﹤0.01%	3603
2021 Q3	–	Sell	-600	Closed	-$3K	–	6439
2021 Q2	$3K	Buy	+600	New	+$81.2K	﹤0.01%	4855
2020 Q3	–	Sell	-100	Closed	-$1K	–	5299
2020 Q2	$1K	Buy	+100	New	+$8.93K	﹤0.01%	4192
2020 Q1	–	Sell	-100	Closed	-$1K	–	4730
2019 Q4	$1K	Buy	+100	New	+$10.7K	﹤0.01%	3790
2017 Q3	–	Sell	-400	Closed	-$1K	–	6809
2017 Q2	$1K	Buy	+400	New	+$42.5K	﹤0.01%	6067

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

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return