WG
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Winchester Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Winchester Group’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$307K Hold
12,000
– – 0.07% 168
2013
Q2 		$285K Buy
+12,000
New +$285K 0.06% 183

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Wells Fargo
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Winchester Group's VO Position: Q3 2013 in Review

Winchester Group held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2013 at 12,000 shares worth $307K. The position accounts for 0.07% of the portfolio, ranked #168.

Winchester Group first reported a position in VO in Q2 2013 and has held it in 2 quarters since. 247 funds tracked by Wall St. Rank hold VO as of Q3 2013.

  • Winchester Group held 12,000 shares of Vanguard Morningstar Mid-Cap ETF worth $307K as of Q3 2013.
  • Winchester Group left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2013.
  • Vanguard Morningstar Mid-Cap ETF made up 0.07% of Winchester Group's portfolio in Q3 2013, its #168 holding.
  • Winchester Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2013 and has held it in 2 quarters since.
  • 247 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2013.

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