Atherton Lane Advisers’s Vanguard Total World Stock ETF VT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-99,300	Closed	-$6.12M	–	252
2015 Q1	$6.12M	Buy	+99,300	New	+$6.06M	0.33%	69

Other funds holding VT

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

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

WRTC

Wind River Trust Company Jackson, Wyoming $296M AUM 22.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

BWM

Bernicke Wealth Management Altoona, Wisconsin $861M AUM

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Atherton Lane Advisers's VT Position: Q2 2015 in Review

Atherton Lane Advisers sold out of Vanguard Total World Stock ETF (VT) in Q2 2015, closing a stake of 99,300 shares — an estimated $6.12M sold.

Atherton Lane Advisers first reported a position in VT in Q1 2015 and held it in 1 quarter. The position peaked at $6.12M in Q1 2015. 181 funds tracked by Wall St. Rank hold VT as of Q2 2015.

Atherton Lane Advisers reported no remaining Vanguard Total World Stock ETF position as of Q2 2015 after selling out during the quarter.
Atherton Lane Advisers sold 99,300 Vanguard Total World Stock ETF shares in Q2 2015, an estimated $6.12M.
Atherton Lane Advisers first reported a position in Vanguard Total World Stock ETF in Q1 2015 and held it in 1 quarter.
Atherton Lane Advisers's Vanguard Total World Stock ETF position peaked at $6.12M in Q1 2015.
181 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2015.

Based on Atherton Lane Advisers's 13F filing for Q2 2015, filed 14 Aug 2015.