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Mariner Independent Advisor Network’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Mariner Independent Advisor Network’s Portfolio VEA Stock Details VEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$3M Buy
82,632
+1,445
+2% +$58.9K 0.13% 174
2022
Q2 		$3.31M Buy
81,187
+16,722
+26% +$743K 0.14% 167
2022
Q1 		$3.1M Buy
64,465
+18,709
+41% +$910K 0.12% 179
2021
Q4 		$2.34M Sell
45,756
-5,091
-10% -$261K 0.11% 201
2021
Q3 		$2.58M Buy
50,847
+3,416
+7% +$178K 0.13% 183
2021
Q2 		$2.44M Buy
47,431
+4,811
+11% +$248K 0.11% 210
2021
Q1 		$2.09M Sell
42,620
-2,204
-5% -$108K 0.11% 194
2020
Q4 		$2.12M Buy
44,824
+13,577
+43% +$597K 0.11% 191
2020
Q3 		$1.28M Sell
31,247
-4,088
-12% -$168K 0.11% 189
2020
Q2 		$1.38M Sell
35,335
-16,277
-32% -$594K 0.13% 180
2020
Q1 		$1.67M Sell
51,612
-69
-0.1% -$2.77K 0.15% 156
2019
Q4 		$2.28M Buy
51,681
+3,656
+8% +$156K 0.16% 138
2019
Q3 		$1.96M Buy
48,025
+9,268
+24% +$378K 0.15% 159
2019
Q2 		$1.62M Buy
38,757
+20,606
+114% +$849K 0.12% 180
2019
Q1 		$749K Sell
18,151
-17,570
-49% -$702K 0.06% 258
2018
Q4 		$1.35M Buy
+35,721
New +$1.41M 0.12% 183
2018
Q3 		– Sell
-20,632
Closed -$885K – 286
2018
Q2 		$885K Sell
20,632
-8,312
-29% -$371K 0.16% 93
2018
Q1 		$1.28M Buy
28,944
+11,648
+67% +$529K 0.08% 192
2017
Q4 		$776K Buy
+17,296
New +$764K 0.08% 207

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Mariner Independent Advisor Network increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 1.8% in Q3 2022, buying an estimated $58.9K and bringing the position to 82,632 shares worth $3M. The position accounts for 0.13% of the portfolio, ranked #174.

Mariner Independent Advisor Network first reported a position in VEA in Q4 2017 and has held it in 19 quarters since. The position peaked at $3.31M in Q2 2022. 1,720 funds tracked by Wall St. Rank hold VEA as of Q3 2022.

  • Mariner Independent Advisor Network held 82,632 shares of Vanguard FTSE Developed Markets ETF worth $3M as of Q3 2022.
  • Mariner Independent Advisor Network bought 1,445 Vanguard FTSE Developed Markets ETF shares in Q3 2022, an estimated $58.9K.
  • Vanguard FTSE Developed Markets ETF made up 0.13% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #174 holding.
  • Mariner Independent Advisor Network first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2017 and has held it in 19 quarters since.
  • Mariner Independent Advisor Network's Vanguard FTSE Developed Markets ETF position peaked at $3.31M in Q2 2022.
  • 1,720 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2022.

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