WG
VV icon

Winchester Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Winchester Group’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$332K Sell
4,300
-100
-2% -$7.69K 0.07% 166
2013
Q2 		$323K Buy
+4,400
New +$324K 0.07% 174

Other funds holding VV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

Winchester Group's VV Position: Q3 2013 in Review

Winchester Group reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 2.3% in Q3 2013, selling an estimated $7.69K and leaving 4,300 shares worth $332K. The position accounts for 0.07% of the portfolio, ranked #166.

Winchester Group first reported a position in VV in Q2 2013 and has held it in 2 quarters since. 187 funds tracked by Wall St. Rank hold VV as of Q3 2013.

  • Winchester Group held 4,300 shares of Vanguard Morningstar Large-Cap ETF worth $332K as of Q3 2013.
  • Winchester Group sold 100 Vanguard Morningstar Large-Cap ETF shares in Q3 2013, an estimated $7.69K.
  • Vanguard Morningstar Large-Cap ETF made up 0.07% of Winchester Group's portfolio in Q3 2013, its #166 holding.
  • Winchester Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2013 and has held it in 2 quarters since.
  • 187 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2013.

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