Winchester Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Winchester Group’s Portfolio VBK Stock Details VBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	$249K	Buy	+2,180	New	+$241K	0.05%	180

Other funds holding VBK

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

Qualcomm Inc San Diego, California $32.1M AUM 5.35% 1-Year Est. Return

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

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Winchester Group's VBK Position: Q3 2013 in Review

Winchester Group opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q3 2013: 2,180 shares worth $249K. The stake represents 0.05% of the portfolio and ranks #180 among its holdings.

170 funds tracked by Wall St. Rank hold VBK as of Q3 2013.

Winchester Group held 2,180 shares of Vanguard Morningstar Small-Cap Growth ETF worth $249K as of Q3 2013.
Vanguard Morningstar Small-Cap Growth ETF was a new Winchester Group position in Q3 2013.
Vanguard Morningstar Small-Cap Growth ETF made up 0.05% of Winchester Group's portfolio in Q3 2013, its #180 holding.
170 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2013.

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