Winchester Group’s Vanguard Energy ETF VDE Stock Holding History

Winchester Group’s Portfolio VDE Stock Details VDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	$671K	Hold	5,628	–	–	0.15%	131
2013 Q2	$632K	Buy	+5,628	New	+$637K	0.14%	134

Other funds holding VDE

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

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

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

Winchester Group's VDE Position: Q3 2013 in Review

Winchester Group held its Vanguard Energy ETF (VDE) position steady in Q3 2013 at 5,628 shares worth $671K. The position accounts for 0.15% of the portfolio, ranked #131.

Winchester Group first reported a position in VDE in Q2 2013 and has held it in 2 quarters since. 122 funds tracked by Wall St. Rank hold VDE as of Q3 2013.

Winchester Group held 5,628 shares of Vanguard Energy ETF worth $671K as of Q3 2013.
Winchester Group left its Vanguard Energy ETF share count unchanged in Q3 2013.
Vanguard Energy ETF made up 0.15% of Winchester Group's portfolio in Q3 2013, its #131 holding.
Winchester Group first reported a position in Vanguard Energy ETF in Q2 2013 and has held it in 2 quarters since.
122 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2013.

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