WG
VTI icon

Winchester Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Winchester Group’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$417K Hold
4,760
– – 0.09% 153
2013
Q2 		$393K Buy
+4,760
New +$395K 0.08% 164

Other funds holding VTI

AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
NHAS
Novo Holdings A/S Hellerup, Denmark $1.72B AUM 106.92% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Winchester Group's VTI Position: Q3 2013 in Review

Winchester Group held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q3 2013 at 4,760 shares worth $417K. The position accounts for 0.09% of the portfolio, ranked #153.

Winchester Group first reported a position in VTI in Q2 2013 and has held it in 2 quarters since. 434 funds tracked by Wall St. Rank hold VTI as of Q3 2013.

  • Winchester Group held 4,760 shares of Vanguard Morningstar Total Stock Market ETF worth $417K as of Q3 2013.
  • Winchester Group left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q3 2013.
  • Vanguard Morningstar Total Stock Market ETF made up 0.09% of Winchester Group's portfolio in Q3 2013, its #153 holding.
  • Winchester Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 2 quarters since.
  • 434 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2013.

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