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Mariner Independent Advisor Network’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Mariner Independent Advisor Network’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$8.43M Buy
49,296
+1,976
+4% +$373K 0.36% 61
2022
Q2 		$8.59M Buy
47,320
+4,077
+9% +$787K 0.36% 67
2022
Q1 		$9.24M Buy
43,243
+20,320
+89% +$4.28M 0.36% 69
2021
Q4 		$5.21M Sell
22,923
-8,046
-26% -$1.83M 0.24% 99
2021
Q3 		$6.77M Buy
30,969
+1,107
+4% +$246K 0.33% 76
2021
Q2 		$6.73M Buy
29,862
+1,038
+4% +$230K 0.31% 74
2021
Q1 		$6.17M Buy
28,824
+488
+2% +$103K 0.32% 68
2020
Q4 		$5.52M Buy
28,336
+1,344
+5% +$237K 0.29% 86
2020
Q3 		$4.15M Buy
26,992
+995
+4% +$153K 0.34% 70
2020
Q2 		$3.79M Sell
25,997
-3,821
-13% -$513K 0.35% 74
2020
Q1 		$3.25M Sell
29,818
-4,563
-13% -$686K 0.29% 90
2019
Q4 		$5.7M Buy
34,381
+365
+1% +$58.1K 0.41% 59
2019
Q3 		$5.15M Buy
34,016
+1,390
+4% +$216K 0.39% 67
2019
Q2 		$5.12M Buy
32,626
+1,519
+5% +$235K 0.39% 65
2019
Q1 		$4.8M Buy
31,107
+2,589
+9% +$385K 0.41% 65
2018
Q4 		$4.02M Buy
+28,518
New +$4.15M 0.36% 74
2018
Q3 		– Sell
-15,055
Closed -$2.34M – 285
2018
Q2 		$2.34M Buy
+15,055
New +$2.3M 0.42% 60
2017
Q2 		– Sell
-1,505
Closed -$201K – 334
2017
Q1 		$201K Buy
+1,505
New +$199K 0.02% 252
2015
Q1 		– Sell
-1,988
Closed -$232K – 158
2014
Q4 		$232K Buy
+1,988
New +$226K 0.11% 150

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mariner Independent Advisor Network's VB Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.2% in Q3 2022, buying an estimated $373K and bringing the position to 49,296 shares worth $8.43M. The position accounts for 0.36% of the portfolio, ranked #61.

Mariner Independent Advisor Network first reported a position in VB in Q4 2014 and has held it in 19 quarters since. The position peaked at $9.24M in Q1 2022. 1,532 funds tracked by Wall St. Rank hold VB as of Q3 2022.

  • Mariner Independent Advisor Network held 49,296 shares of Vanguard Morningstar Small-Cap ETF worth $8.43M as of Q3 2022.
  • Mariner Independent Advisor Network bought 1,976 Vanguard Morningstar Small-Cap ETF shares in Q3 2022, an estimated $373K.
  • Vanguard Morningstar Small-Cap ETF made up 0.36% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #61 holding.
  • Mariner Independent Advisor Network first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2014 and has held it in 19 quarters since.
  • Mariner Independent Advisor Network's Vanguard Morningstar Small-Cap ETF position peaked at $9.24M in Q1 2022.
  • 1,532 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.