Cutler Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Cutler Group’s Portfolio VV Stock Details VV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-100	Closed	-$17.5K	–	5309
2022 Q3	$16K	Buy	+100	New	+$18.2K	﹤0.01%	2785
2021 Q1	–	Sell	-400	Closed	-$72.5K	–	6379
2020 Q4	$70K	Buy	+400	New	+$66.5K	﹤0.01%	1772
2018 Q2	–	Sell	-896	Closed	-$108K	–	4976
2018 Q1	$108K	Sell	896 -4,344	-83%	-$545K	0.01%	1128
2017 Q4	$642K	Buy	5,240 +1,640	+46%	+$196K	0.03%	451
2017 Q3	$415K	Buy	3,600 +3,454	+2,366%	+$391K	0.02%	747
2017 Q2	$16K	Buy	+146	New	+$16.1K	﹤0.01%	3670
2017 Q1	–	Sell	-4,822	Closed	-$514K	–	7304
2016 Q4	$493K	Buy	4,822 +4,522	+1,507%	+$453K	0.02%	700
2016 Q3	$29K	Buy	300 +200	+200%	+$19.8K	﹤0.01%	3055
2016 Q2	$9K	Hold	100	–	–	﹤0.01%	4314
2016 Q1	$9K	Buy	+100	New	+$8.91K	﹤0.01%	4206

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cutler Group's VV Position: Q4 2022 in Review

Cutler Group sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q4 2022, closing a stake of 100 shares — an estimated $17.5K sold.

Cutler Group first reported a position in VV in Q1 2016 and held it in 10 quarters. The position peaked at $642K in Q4 2017. 892 funds tracked by Wall St. Rank hold VV as of Q4 2022.

Cutler Group reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q4 2022 after selling out during the quarter.
Cutler Group sold 100 Vanguard Morningstar Large-Cap ETF shares in Q4 2022, an estimated $17.5K.
Cutler Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2016 and held it in 10 quarters.
Cutler Group's Vanguard Morningstar Large-Cap ETF position peaked at $642K in Q4 2017.
892 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2022.

Based on Cutler Group's 13F filing for Q4 2022, filed 7 Feb 2023.