Atherton Lane Advisers’s Vanguard High Dividend Yield ETF VYM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	$200K	Buy	+3,000	New	+$201K	0.01%	218
2015 Q3	–	Sell	-3,000	Closed	-$202K	–	238
2015 Q2	$202K	Hold	3,000	–	–	0.01%	227
2015 Q1	$205K	Buy	+3,000	New	+$206K	0.01%	256

Other funds holding VYM

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

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

Atherton Lane Advisers opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q4 2015: 3,000 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #218 among its holdings. This is a return to the name: Atherton Lane Advisers previously reported a position in VYM as recently as Q2 2015.

Atherton Lane Advisers first reported a position in VYM in Q1 2015 and has held it in 3 quarters since. The position peaked at $205K in Q1 2015. 423 funds tracked by Wall St. Rank hold VYM as of Q4 2015.

Atherton Lane Advisers held 3,000 shares of Vanguard High Dividend Yield ETF worth $200K as of Q4 2015.
Vanguard High Dividend Yield ETF was a new Atherton Lane Advisers position in Q4 2015.
Vanguard High Dividend Yield ETF made up 0.01% of Atherton Lane Advisers's portfolio in Q4 2015, its #218 holding.
Atherton Lane Advisers first reported a position in Vanguard High Dividend Yield ETF in Q1 2015 and has held it in 3 quarters since.
Atherton Lane Advisers's Vanguard High Dividend Yield ETF position peaked at $205K in Q1 2015.
423 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2015.

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