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Cutler Group’s Vanguard Growth ETF VUG Stock Holding History

Cutler Group’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-9,600
Closed -$463K – 4421
2023
Q3 		$435K Buy
+9,600
New +$453K 0.04% 465
2023
Q2 		– Sell
-1,200
Closed -$52K – 4244
2023
Q1 		$49K Buy
1,200
+1,194
+19,900% +$46.4K 0.01% 1366
2022
Q4 		$0 Sell
6
-600
-99% -$22.1K ﹤0.01% 5308
2022
Q3 		$21K Sell
606
-5,994
-91% -$241K ﹤0.01% 2592
2022
Q2 		$245K Buy
+6,600
New +$271K 0.02% 894
2021
Q4 		– Sell
-4,200
Closed -$219K – 6165
2021
Q3 		$203K Buy
+4,200
New +$209K 0.01% 1353
2018
Q4 		– Sell
-600
Closed -$14.5K – 4656
2018
Q3 		$16K Sell
600
-600
-50% -$15.7K ﹤0.01% 2394
2018
Q2 		$29K Sell
1,200
-600
-33% -$14.7K ﹤0.01% 1959
2018
Q1 		$42K Sell
1,800
-1,200
-40% -$29.3K ﹤0.01% 1787
2017
Q4 		$70K Buy
+3,000
New +$68.9K ﹤0.01% 1620
2017
Q2 		– Sell
-4,134
Closed -$86.6K – 7164
2017
Q1 		$83K Sell
4,134
-6,324
-60% -$125K ﹤0.01% 1918
2016
Q4 		$194K Buy
10,458
+600
+6% +$11.1K 0.01% 1320
2016
Q3 		$184K Sell
9,858
-4,200
-30% -$78.1K 0.01% 1288
2016
Q2 		$251K Buy
+14,058
New +$250K 0.01% 959
2016
Q1 		– Sell
-534
Closed -$8.95K – 7285
2015
Q4 		$9K Buy
+534
New +$9.56K ﹤0.01% 4291

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cutler Group's VUG Position: Q4 2023 in Review

Cutler Group sold out of Vanguard Growth ETF (VUG) in Q4 2023, closing a stake of 9,600 shares — an estimated $463K sold.

Cutler Group first reported a position in VUG in Q4 2015 and held it in 15 quarters. The position peaked at $435K in Q3 2023. 2,041 funds tracked by Wall St. Rank hold VUG as of Q4 2023.

  • Cutler Group reported no remaining Vanguard Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Cutler Group sold 9,600 Vanguard Growth ETF shares in Q4 2023, an estimated $463K.
  • Cutler Group first reported a position in Vanguard Growth ETF in Q4 2015 and held it in 15 quarters.
  • Cutler Group's Vanguard Growth ETF position peaked at $435K in Q3 2023.
  • 2,041 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2023.

Based on Cutler Group's 13F filing for Q4 2023, filed 18 Jan 2024.