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
2022 Q4	–	Sell	-100	Closed	-$1K	–	5303
2022 Q3	$1K	Buy	+100	New	+$10.4K	﹤0.01%	4727
2021 Q2	–	Sell	-4,000	Closed	-$7K	–	6436
2021 Q1	$7K	Buy	+4,000	New	+$507K	﹤0.01%	4155
2020 Q2	–	Sell	-5,200	Closed	-$151K	–	4952
2020 Q1	$151K	Buy	+5,200	New	+$517K	0.01%	1115
2018 Q2	–	Sell	-2,100	Closed	-$5K	–	4969
2018 Q1	$5K	Hold	2,100	–	–	﹤0.01%	3321
2017 Q4	$4K	Sell	2,100 -3,600	-63%	-$419K	﹤0.01%	3846
2017 Q3	$7K	Buy	5,700 +4,300	+307%	+$481K	﹤0.01%	4141
2017 Q2	$2K	Buy	+1,400	New	+$149K	﹤0.01%	5644
2017 Q1	–	Sell	-600	Closed	-$3K	–	7297
2016 Q4	$3K	Buy	+600	New	+$57.4K	﹤0.01%	5415

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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 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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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. 582 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.
582 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.