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Atherton Lane Advisers’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Atherton Lane Advisers’s Portfolio VCIT Stock Details VCIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-2,730
Closed -$233K – 237
2015
Q2 		$233K Sell
2,730
-3,077
-53% -$266K 0.01% 210
2015
Q1 		$509K Buy
+5,807
New +$507K 0.03% 168

Other funds holding VCIT

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
LOAMS
Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland $3.14B AUM 46.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
IAS
INR Advisory Services Media, Pennsylvania $786M AUM 2.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Atherton Lane Advisers's VCIT Position: Q3 2015 in Review

Atherton Lane Advisers sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2015, closing a stake of 2,730 shares — an estimated $233K sold.

Atherton Lane Advisers first reported a position in VCIT in Q1 2015 and held it in 2 quarters. The position peaked at $509K in Q1 2015. 238 funds tracked by Wall St. Rank hold VCIT as of Q3 2015.

  • Atherton Lane Advisers reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q3 2015 after selling out during the quarter.
  • Atherton Lane Advisers sold 2,730 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2015, an estimated $233K.
  • Atherton Lane Advisers first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2015 and held it in 2 quarters.
  • Atherton Lane Advisers's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $509K in Q1 2015.
  • 238 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2015.

Based on Atherton Lane Advisers's 13F filing for Q3 2015, filed 16 Nov 2015.