ALA
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Atherton Lane Advisers’s Vanguard Information Technology ETF VGT Stock Holding History

Atherton Lane Advisers’s Portfolio VGT Stock Details VGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		$1.16M Buy
85,816
+10,680
+14% +$146K 0.07% 93
2015
Q3 		$939K Sell
75,136
-1,760
-2% -$23.1K 0.06% 99
2015
Q2 		$1.02M Sell
76,896
-600
-0.8% -$8.18K 0.06% 102
2015
Q1 		$1.03M Buy
77,496
+6,256
+9% +$82.6K 0.06% 111
2014
Q4 		$930K Sell
71,240
-800
-1% -$10.2K 0.05% 126
2014
Q3 		$901K Buy
72,040
+9,152
+15% +$114K 0.05% 130
2014
Q2 		$761K Buy
+62,888
New +$726K 0.04% 148

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return