Atherton Lane Advisers’s Vanguard Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	$6.31M	Buy	60,479 +327	+0.5%	+$34.4K	0.37%	61
2015 Q3	$5.94M	Buy	60,152 +188	+0.3%	+$19.7K	0.37%	60
2015 Q2	$6.42M	Buy	59,964 +100	+0.2%	+$10.9K	0.36%	65
2015 Q1	$6.42M	Buy	59,864 +409	+0.7%	+$43.7K	0.35%	68
2014 Q4	$6.3M	Buy	59,455 +52,550	+761%	+$5.44M	0.35%	68
2014 Q3	$699K	Buy	6,905 +935	+16%	+$95.6K	0.04%	158
2014 Q2	$608K	Buy	+5,970	New	+$588K	0.03%	167

Other funds holding VTI

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

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

Atherton Lane Advisers increased its Vanguard Total Stock Market ETF (VTI) stake by 0.54% in Q4 2015, buying an estimated $34.4K and bringing the position to 60,479 shares worth $6.31M. The position accounts for 0.37% of the portfolio, ranked #61.

Atherton Lane Advisers first reported a position in VTI in Q2 2014 and has held it in 7 quarters since. The position peaked at $6.42M in Q1 2015. 711 funds tracked by Wall St. Rank hold VTI as of Q4 2015.

Atherton Lane Advisers held 60,479 shares of Vanguard Total Stock Market ETF worth $6.31M as of Q4 2015.
Atherton Lane Advisers bought 327 Vanguard Total Stock Market ETF shares in Q4 2015, an estimated $34.4K.
Vanguard Total Stock Market ETF made up 0.37% of Atherton Lane Advisers's portfolio in Q4 2015, its #61 holding.
Atherton Lane Advisers first reported a position in Vanguard Total Stock Market ETF in Q2 2014 and has held it in 7 quarters since.
Atherton Lane Advisers's Vanguard Total Stock Market ETF position peaked at $6.42M in Q1 2015.
711 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2015.

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