CG
VYM icon

Cutler Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Cutler Group’s Portfolio VYM Stock Details VYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$120K Buy
1,000
+900
+900% +$103K 0.04% 403
2023
Q4 		$11K Sell
100
-9,300
-99% -$977K ﹤0.01% 2357
2023
Q3 		$971K Buy
+9,400
New +$1.01M 0.1% 240
2022
Q4 		– Sell
-200
Closed -$21.3K – 5315
2022
Q3 		$18K Sell
200
-100
-33% -$10.4K ﹤0.01% 2703
2022
Q2 		$30K Buy
+300
New +$32.5K ﹤0.01% 2347
2021
Q4 		– Sell
-11,767
Closed -$1.28M – 6172
2021
Q3 		$1.22M Buy
+11,767
New +$1.24M 0.05% 385
2020
Q3 		– Sell
-7
Closed -$573 – 5311
2020
Q2 		$0 Buy
+7
New +$544 ﹤0.01% 4960
2020
Q1 		– Sell
-6,799
Closed -$584K – 4736
2019
Q4 		$637K Buy
+6,799
New +$616K 0.04% 370
2018
Q2 		– Sell
-59
Closed -$4.94K – 4981
2018
Q1 		$4K Sell
59
-2,941
-98% -$253K ﹤0.01% 3456
2017
Q4 		$256K Buy
3,000
+2,200
+275% +$184K 0.01% 831
2017
Q3 		$64K Sell
800
-1,510
-65% -$120K ﹤0.01% 2022
2017
Q2 		$180K Buy
2,310
+600
+35% +$46.7K 0.01% 1375
2017
Q1 		$132K Buy
+1,710
New +$132K 0.01% 1499
2016
Q4 		– Sell
-14,709
Closed -$1.08M – 7412
2016
Q3 		$1.06M Buy
14,709
+6,911
+89% +$502K 0.05% 307
2016
Q2 		$557K Buy
7,798
+7,254
+1,333% +$507K 0.03% 528
2016
Q1 		$37K Buy
544
+380
+232% +$24.9K ﹤0.01% 2641
2015
Q4 		$10K Buy
+164
New +$11K ﹤0.01% 4166

Other funds holding VYM

SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cutler Group's VYM Position: Q1 2024 in Review

Cutler Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 900% in Q1 2024, buying an estimated $103K and bringing the position to 1,000 shares worth $120K. The position accounts for 0.04% of the portfolio, ranked #403.

Cutler Group first reported a position in VYM in Q4 2015 and has held it in 17 quarters since. The position peaked at $1.22M in Q3 2021. 1,607 funds tracked by Wall St. Rank hold VYM as of Q1 2024.

  • Cutler Group held 1,000 shares of Vanguard High Dividend Yield ETF worth $120K as of Q1 2024.
  • Cutler Group bought 900 Vanguard High Dividend Yield ETF shares in Q1 2024, an estimated $103K.
  • Vanguard High Dividend Yield ETF made up 0.04% of Cutler Group's portfolio in Q1 2024, its #403 holding.
  • Cutler Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2015 and has held it in 17 quarters since.
  • Cutler Group's Vanguard High Dividend Yield ETF position peaked at $1.22M in Q3 2021.
  • 1,607 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.