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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 		– Sell
-5,100
Closed -$3K – 3762
2023
Q4 		$3K Sell
5,100
-1,700
-25% -$179K ﹤0.01% 3023
2023
Q3 		$8K Buy
6,800
+1,100
+19% +$118K ﹤0.01% 2637
2023
Q2 		$10K Buy
5,700
+200
+4% +$21K ﹤0.01% 2276
2023
Q1 		$21K Buy
5,500
+4,800
+686% +$516K ﹤0.01% 1911
2022
Q4 		$2K Sell
700
-1,200
-63% -$128K ﹤0.01% 3814
2022
Q3 		$11K Sell
1,900
-1,000
-34% -$104K ﹤0.01% 3098
2022
Q2 		$6K Sell
2,900
-7,500
-72% -$813K ﹤0.01% 3628
2022
Q1 		$9K Sell
10,400
-17,100
-62% -$1.91M ﹤0.01% 3723
2021
Q4 		$9K Buy
27,500
+10,600
+63% +$1.15M ﹤0.01% 3815
2021
Q3 		$34K Buy
16,900
+7,200
+74% +$761K ﹤0.01% 2868
2021
Q2 		$3K Sell
9,700
-12,400
-56% -$1.3M ﹤0.01% 4856
2021
Q1 		$9K Sell
22,100
-17,900
-45% -$1.73M ﹤0.01% 3922
2020
Q4 		$17K Buy
40,000
+10,400
+35% +$903K ﹤0.01% 2805
2020
Q3 		$38K Buy
29,600
+18,300
+162% +$1.5M ﹤0.01% 1988
2020
Q2 		$32K Buy
11,300
+4,400
+64% +$342K ﹤0.01% 2062
2020
Q1 		$73K Buy
6,900
+3,500
+103% +$301K ﹤0.01% 1526
2019
Q4 		$1K Buy
3,400
+1,200
+55% +$109K ﹤0.01% 3797
2019
Q3 		$1K Sell
2,200
-5,900
-73% -$516K ﹤0.01% 3863
2019
Q2 		$3K Buy
8,100
+2,300
+40% +$199K ﹤0.01% 3438
2019
Q1 		$4K Sell
5,800
-6,300
-52% -$526K ﹤0.01% 3089
2018
Q4 		$34K Buy
+12,100
New +$1.01M ﹤0.01% 1727
2016
Q3 		– Sell
-6,500
Closed -$2K – 7456
2016
Q2 		$2K Buy
6,500
+2,500
+63% +$175K ﹤0.01% 5779
2016
Q1 		$2K Buy
4,000
+2,700
+208% +$177K ﹤0.01% 5693
2015
Q4 		$1K Buy
+1,300
New +$87.2K ﹤0.01% 6117

Other funds holding VYM

SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $147B AUM 18.73% 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. 1,601 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.
  • 1,601 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.