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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 		– Sell
-19,200
Closed -$6K – 3756
2023
Q4 		$6K Hold
19,200
– – ﹤0.01% 2688
2023
Q3 		$7K Buy
19,200
+3,000
+19% +$142K ﹤0.01% 2722
2023
Q2 		$1K Buy
16,200
+10,800
+200% +$468K ﹤0.01% 3448
2023
Q1 		$2K Buy
+5,400
New +$210K ﹤0.01% 3272
2022
Q3 		– Sell
-4,800
Closed -$1K – 5591
2022
Q2 		$1K Buy
4,800
+3,600
+300% +$148K ﹤0.01% 4765
2022
Q1 		$3K Buy
+1,200
New +$56.8K ﹤0.01% 4546
2021
Q2 		– Sell
-4,200
Closed -$3K – 6438
2021
Q1 		$3K Sell
4,200
-8,400
-67% -$359K ﹤0.01% 4775
2020
Q4 		$5K Sell
12,600
-10,800
-46% -$431K ﹤0.01% 3706
2020
Q3 		$10K Buy
23,400
+18,000
+333% +$665K ﹤0.01% 3022
2020
Q2 		$2K Sell
5,400
-2,400
-31% -$73.8K ﹤0.01% 3863
2020
Q1 		$4K Buy
+7,800
New +$234K ﹤0.01% 3240
2017
Q3 		– Sell
-7,800
Closed -$1K – 6816
2017
Q2 		$1K Buy
+7,800
New +$163K ﹤0.01% 6071
2017
Q1 		– Sell
-3,600
Closed -$1K – 7303
2016
Q4 		$1K Hold
3,600
– – ﹤0.01% 6181
2016
Q3 		$1K Sell
3,600
-3,000
-45% -$55.8K ﹤0.01% 6332
2016
Q2 		$1K Buy
+6,600
New +$118K ﹤0.01% 6306

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.