WG
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Winchester Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Winchester Group’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$245K Buy
+2,400
New +$239K 0.05% 181

Other funds holding VB

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Winchester Group's VB Position: Q3 2013 in Review

Winchester Group opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q3 2013: 2,400 shares worth $245K. The stake represents 0.05% of the portfolio and ranks #181 among its holdings.

314 funds tracked by Wall St. Rank hold VB as of Q3 2013.

  • Winchester Group held 2,400 shares of Vanguard Morningstar Small-Cap ETF worth $245K as of Q3 2013.
  • Vanguard Morningstar Small-Cap ETF was a new Winchester Group position in Q3 2013.
  • Vanguard Morningstar Small-Cap ETF made up 0.05% of Winchester Group's portfolio in Q3 2013, its #181 holding.
  • 314 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2013.

Based on Winchester Group's 13F filing for Q3 2013, filed 16 Oct 2013.