WG
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Winchester Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Winchester Group’s Portfolio VYM Stock Details VYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$442K Hold
7,700
– – 0.1% 150
2013
Q2 		$434K Buy
+7,700
New +$436K 0.09% 157

Other funds holding VYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Winchester Group's VYM Position: Q3 2013 in Review

Winchester Group held its Vanguard High Dividend Yield ETF (VYM) position steady in Q3 2013 at 7,700 shares worth $442K. The position accounts for 0.1% of the portfolio, ranked #150.

Winchester Group first reported a position in VYM in Q2 2013 and has held it in 2 quarters since. 211 funds tracked by Wall St. Rank hold VYM as of Q3 2013.

  • Winchester Group held 7,700 shares of Vanguard High Dividend Yield ETF worth $442K as of Q3 2013.
  • Winchester Group left its Vanguard High Dividend Yield ETF share count unchanged in Q3 2013.
  • Vanguard High Dividend Yield ETF made up 0.1% of Winchester Group's portfolio in Q3 2013, its #150 holding.
  • Winchester Group first reported a position in Vanguard High Dividend Yield ETF in Q2 2013 and has held it in 2 quarters since.
  • 211 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2013.

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