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Atherton Lane Advisers’s Vanguard Health Care ETF VHT Stock Holding History

Atherton Lane Advisers’s Portfolio VHT Stock Details VHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		$502K Buy
3,775
+1,275
+51% +$166K 0.03% 143
2015
Q3 		$306K Hold
2,500
– – 0.02% 174
2015
Q2 		$350K Hold
2,500
– – 0.02% 170
2015
Q1 		$339K Buy
+2,500
New +$329K 0.02% 194
2014
Q4 		– Sell
-2,293
Closed -$268K – 263
2014
Q3 		$268K Buy
+2,293
New +$263K 0.02% 224

Other funds holding VHT

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Atherton Lane Advisers increased its Vanguard Health Care ETF (VHT) stake by 51% in Q4 2015, buying an estimated $166K and bringing the position to 3,775 shares worth $502K. The position accounts for 0.03% of the portfolio, ranked #143.

Atherton Lane Advisers first reported a position in VHT in Q3 2014 and has held it in 5 quarters since. 249 funds tracked by Wall St. Rank hold VHT as of Q4 2015.

  • Atherton Lane Advisers held 3,775 shares of Vanguard Health Care ETF worth $502K as of Q4 2015.
  • Atherton Lane Advisers bought 1,275 Vanguard Health Care ETF shares in Q4 2015, an estimated $166K.
  • Vanguard Health Care ETF made up 0.03% of Atherton Lane Advisers's portfolio in Q4 2015, its #143 holding.
  • Atherton Lane Advisers first reported a position in Vanguard Health Care ETF in Q3 2014 and has held it in 5 quarters since.
  • 249 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2015.

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