WG
VUG icon

Winchester Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Winchester Group’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$456K Sell
32,400
-1,200
-4% -$16.5K 0.1% 147
2013
Q2 		$437K Buy
+33,600
New +$443K 0.09% 156

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Winchester Group's VUG Position: Q3 2013 in Review

Winchester Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 3.6% in Q3 2013, selling an estimated $16.5K and leaving 32,400 shares worth $456K. The position accounts for 0.1% of the portfolio, ranked #147.

Winchester Group first reported a position in VUG in Q2 2013 and has held it in 2 quarters since. 244 funds tracked by Wall St. Rank hold VUG as of Q3 2013.

  • Winchester Group held 32,400 shares of Vanguard Morningstar Growth ETF worth $456K as of Q3 2013.
  • Winchester Group sold 1,200 Vanguard Morningstar Growth ETF shares in Q3 2013, an estimated $16.5K.
  • Vanguard Morningstar Growth ETF made up 0.1% of Winchester Group's portfolio in Q3 2013, its #147 holding.
  • Winchester Group first reported a position in Vanguard Morningstar Growth ETF in Q2 2013 and has held it in 2 quarters since.
  • 244 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2013.

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