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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
2024
Q1 		$32K Sell
33,000
-7,200
-18% -$396K 0.01% 850
2023
Q4 		$43K Buy
40,200
+19,800
+97% +$956K ﹤0.01% 1536
2023
Q3 		$5K Buy
20,400
+5,400
+36% +$255K ﹤0.01% 2891
2023
Q2 		$45K Sell
15,000
-1,200
-7% -$52K 0.01% 1351
2023
Q1 		$30K Buy
16,200
+10,800
+200% +$420K ﹤0.01% 1692
2022
Q4 		$2K Buy
+5,400
New +$199K ﹤0.01% 3811
2022
Q2 		– Sell
-3,000
Closed -$3K – 5756
2022
Q1 		$3K Hold
3,000
– – ﹤0.01% 4545
2021
Q4 		$2K Sell
3,000
-6,000
-67% -$313K ﹤0.01% 4851
2021
Q3 		$2K Sell
9,000
-11,400
-56% -$567K ﹤0.01% 5122
2021
Q2 		$36K Sell
20,400
-10,200
-33% -$463K ﹤0.01% 2780
2021
Q1 		$20K Buy
30,600
+9,600
+46% +$411K ﹤0.01% 3229
2020
Q4 		$28K Sell
21,000
-10,800
-34% -$431K ﹤0.01% 2432
2020
Q3 		$71K Sell
31,800
-13,800
-30% -$509K ﹤0.01% 1544
2020
Q2 		$109K Buy
45,600
+25,200
+124% +$775K 0.01% 1250
2020
Q1 		$25K Buy
+20,400
New +$611K ﹤0.01% 2162
2019
Q3 		– Sell
-3,000
Closed -$5K – 4780
2019
Q2 		$5K Buy
+3,000
New +$80.1K ﹤0.01% 3143
2017
Q4 		– Sell
-6,600
Closed -$9K – 6050
2017
Q3 		$9K Sell
6,600
-12,000
-65% -$261K ﹤0.01% 3923
2017
Q2 		$15K Buy
18,600
+3,600
+24% +$75.4K ﹤0.01% 3754
2017
Q1 		$19K Buy
15,000
+9,600
+178% +$189K ﹤0.01% 3399
2016
Q4 		$1K Sell
5,400
-21,000
-80% -$388K ﹤0.01% 6180
2016
Q3 		$17K Sell
26,400
-3,600
-12% -$67K ﹤0.01% 3610
2016
Q2 		$12K Sell
30,000
-8,400
-22% -$150K ﹤0.01% 3967
2016
Q1 		$21K Buy
+38,400
New +$644K ﹤0.01% 3245

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.