WG
VOT icon

Winchester Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Winchester Group’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$757K Hold
8,885
– – 0.17% 126
2013
Q2 		$694K Buy
+8,885
New +$693K 0.15% 130

Other funds holding VOT

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
QI
Qualcomm Inc San Diego, California $32.1M AUM 5.35% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CNB
City National Bank Beverly Hills, Delaware $11.6B AUM 3.11% 1-Year Est. Return

Winchester Group's VOT Position: Q3 2013 in Review

Winchester Group held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q3 2013 at 8,885 shares worth $757K. The position accounts for 0.17% of the portfolio, ranked #126.

Winchester Group first reported a position in VOT in Q2 2013 and has held it in 2 quarters since. 119 funds tracked by Wall St. Rank hold VOT as of Q3 2013.

  • Winchester Group held 8,885 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $757K as of Q3 2013.
  • Winchester Group left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2013.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.17% of Winchester Group's portfolio in Q3 2013, its #126 holding.
  • Winchester Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2013 and has held it in 2 quarters since.
  • 119 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2013.

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