Mariner Independent Advisor Network’s Vanguard Financials ETF VFH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-25,426	Closed	-$1.21M	–	384
2020 Q1	$1.21M	Sell	25,426 -3,418	-12%	-$233K	0.11%	186
2019 Q4	$2.2M	Buy	28,844 +134	+0.5%	+$9.78K	0.16%	143
2019 Q3	$1.97M	Sell	28,710 -10,602	-27%	-$733K	0.15%	158
2019 Q2	$2.73M	Buy	39,312 +745	+2%	+$50.5K	0.21%	119
2019 Q1	$2.54M	Sell	38,567 -423	-1%	-$27.4K	0.21%	109
2018 Q4	$2.39M	Sell	38,990 -9,850	-20%	-$639K	0.21%	112
2018 Q3	$3.39M	Buy	+48,840	New	+$3.45M	0.42%	58
2018 Q2	–	Sell	-45,145	Closed	-$3.14M	–	305
2018 Q1	$3.14M	Buy	45,145 +1,184	+3%	+$85.4K	0.19%	107
2017 Q4	$3.08M	Buy	+43,961	New	+$2.98M	0.32%	80
2017 Q3	–	Sell	-81,311	Closed	-$5.09M	–	200
2017 Q2	$5.09M	Buy	81,311 +67,827	+503%	+$4.1M	0.73%	37
2017 Q1	$1.07M	Sell	13,484 -61,750	-82%	-$3.76M	0.13%	97
2016 Q4	$4.46M	Buy	+75,234	New	+$4.11M	0.72%	43
2016 Q2	–	Sell	-18,228	Closed	-$845K	–	166
2016 Q1	$845K	Buy	18,228 +5,401	+42%	+$240K	0.27%	80
2015 Q4	$621K	Buy	+12,827	New	+$628K	0.42%	56

Other funds holding VFH

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

Mariner Independent Advisor Network's VFH Position: Q2 2020 in Review

Mariner Independent Advisor Network sold out of Vanguard Financials ETF (VFH) in Q2 2020, closing a stake of 25,426 shares — an estimated $1.21M sold.

Mariner Independent Advisor Network first reported a position in VFH in Q4 2015 and held it in 14 quarters. The position peaked at $5.09M in Q2 2017. 358 funds tracked by Wall St. Rank hold VFH as of Q2 2020.

Mariner Independent Advisor Network reported no remaining Vanguard Financials ETF position as of Q2 2020 after selling out during the quarter.
Mariner Independent Advisor Network sold 25,426 Vanguard Financials ETF shares in Q2 2020, an estimated $1.21M.
Mariner Independent Advisor Network first reported a position in Vanguard Financials ETF in Q4 2015 and held it in 14 quarters.
Mariner Independent Advisor Network's Vanguard Financials ETF position peaked at $5.09M in Q2 2017.
358 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2020.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2020, filed 3 Aug 2020.