Atherton Lane Advisers’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Atherton Lane Advisers’s Portfolio MGK Stock Details MGK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	$457K	Buy	27,500 +7,500	+38%	+$126K	0.03%	150
2015 Q3	$311K	Hold	20,000	–	–	0.02%	173
2015 Q2	$332K	Hold	20,000	–	–	0.02%	176
2015 Q1	$333K	Hold	20,000	–	–	0.02%	199
2014 Q4	$325K	Hold	20,000	–	–	0.02%	217
2014 Q3	$311K	Hold	20,000	–	–	0.02%	213
2014 Q2	$307K	Hold	20,000	–	–	0.02%	221
2014 Q1	$290K	Hold	20,000	–	–	0.02%	126
2013 Q4	$290K	Hold	20,000	–	–	0.02%	123
2013 Q3	$262K	Hold	20,000	–	–	0.02%	118
2013 Q2	$242K	Buy	+20,000	New	+$246K	0.02%	124

Other funds holding MGK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FIG

FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Atherton Lane Advisers's MGK Position: Q4 2015 in Review

Atherton Lane Advisers increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 38% in Q4 2015, buying an estimated $126K and bringing the position to 27,500 shares worth $457K. The position accounts for 0.03% of the portfolio, ranked #150.

Atherton Lane Advisers first reported a position in MGK in Q2 2013 and has held it in 11 quarters since. 121 funds tracked by Wall St. Rank hold MGK as of Q4 2015.

Atherton Lane Advisers held 27,500 shares of Vanguard Morningstar Mega Cap Growth ETF worth $457K as of Q4 2015.
Atherton Lane Advisers bought 7,500 Vanguard Morningstar Mega Cap Growth ETF shares in Q4 2015, an estimated $126K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.03% of Atherton Lane Advisers's portfolio in Q4 2015, its #150 holding.
Atherton Lane Advisers first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2013 and has held it in 11 quarters since.
121 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.