Mariner Independent Advisor Network’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Mariner Independent Advisor Network’s Portfolio VEU Stock Details VEU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$1.55M	Sell	34,909 -179	-0.5%	-$8.86K	0.07%	294
2022 Q2	$1.75M	Sell	35,088 -87	-0.2%	-$4.66K	0.07%	274
2022 Q1	$2.04M	Buy	35,175 +2,206	+7%	+$130K	0.08%	253
2021 Q4	$2.03M	Buy	+32,969	New	+$2.04M	0.1%	220
2019 Q4	–	Sell	-12,755	Closed	-$632K	–	395
2019 Q3	$632K	Sell	12,755 -86,270	-87%	-$4.3M	0.05%	297
2019 Q2	$5.08M	Buy	99,025 +3,871	+4%	+$195K	0.38%	67
2019 Q1	$4.83M	Buy	95,154 +1,150	+1%	+$56.3K	0.41%	64
2018 Q4	$4.45M	Buy	+94,004	New	+$4.51M	0.4%	67
2018 Q3	–	Sell	-162,015	Closed	-$8.29M	–	287
2018 Q2	$8.29M	Sell	162,015 -83,299	-34%	-$4.51M	1.47%	15
2018 Q1	$13.3M	Buy	245,314 +152,816	+165%	+$8.52M	0.82%	29
2017 Q4	$5.06M	Buy	+92,498	New	+$4.98M	0.53%	41
2017 Q3	–	Sell	-31,938	Closed	-$1.6M	–	199
2017 Q2	$1.6M	Buy	+31,938	New	+$1.58M	0.23%	105

Other funds holding VEU

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Mariner Independent Advisor Network reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 0.51% in Q3 2022, selling an estimated $8.86K and leaving 34,909 shares worth $1.55M. The position accounts for 0.07% of the portfolio, ranked #294.

Mariner Independent Advisor Network first reported a position in VEU in Q2 2017 and has held it in 12 quarters since. The position peaked at $13.3M in Q1 2018. 974 funds tracked by Wall St. Rank hold VEU as of Q3 2022.

Mariner Independent Advisor Network held 34,909 shares of Vanguard FTSE All-World ex-US ETF worth $1.55M as of Q3 2022.
Mariner Independent Advisor Network sold 179 Vanguard FTSE All-World ex-US ETF shares in Q3 2022, an estimated $8.86K.
Vanguard FTSE All-World ex-US ETF made up 0.07% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #294 holding.
Mariner Independent Advisor Network first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2017 and has held it in 12 quarters since.
Mariner Independent Advisor Network's Vanguard FTSE All-World ex-US ETF position peaked at $13.3M in Q1 2018.
974 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2022.

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