Atherton Lane Advisers’s Vanguard Extended Market ETF VXF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	$276K	Hold	3,290	–	–	0.02%	192
2015 Q3	$269K	Hold	3,290	–	–	0.02%	194
2015 Q2	$303K	Hold	3,290	–	–	0.02%	187
2015 Q1	$304K	Hold	3,290	–	–	0.02%	214
2014 Q4	$289K	Hold	3,290	–	–	0.02%	228
2014 Q3	$275K	Sell	3,290 -45	-1%	-$3.88K	0.02%	223
2014 Q2	$293K	Buy	+3,335	New	+$280K	0.02%	223

Other funds holding VXF

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

MFRM

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CCA

Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

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

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

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

Atherton Lane Advisers held its Vanguard Extended Market ETF (VXF) position steady in Q4 2015 at 3,290 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #192.

Atherton Lane Advisers first reported a position in VXF in Q2 2014 and has held it in 7 quarters since. The position peaked at $304K in Q1 2015. 206 funds tracked by Wall St. Rank hold VXF as of Q4 2015.

Atherton Lane Advisers held 3,290 shares of Vanguard Extended Market ETF worth $276K as of Q4 2015.
Atherton Lane Advisers left its Vanguard Extended Market ETF share count unchanged in Q4 2015.
Vanguard Extended Market ETF made up 0.02% of Atherton Lane Advisers's portfolio in Q4 2015, its #192 holding.
Atherton Lane Advisers first reported a position in Vanguard Extended Market ETF in Q2 2014 and has held it in 7 quarters since.
Atherton Lane Advisers's Vanguard Extended Market ETF position peaked at $304K in Q1 2015.
206 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2015.

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