Mariner Independent Advisor Network’s Vanguard Information Technology ETF VGT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$12.2M	Buy	317,152 +1,088	+0.3%	+$47.8K	0.52%	41
2022 Q2	$13.3M	Buy	316,064 +5,520	+2%	+$249K	0.56%	35
2022 Q1	$16.1M	Buy	310,544 +31,728	+11%	+$1.63M	0.62%	35
2021 Q4	$16.1M	Sell	278,816 -35,896	-11%	-$1.97M	0.75%	22
2021 Q3	$15.8M	Buy	314,712 +10,288	+3%	+$533K	0.77%	21
2021 Q2	$15.2M	Buy	304,424 +22,728	+8%	+$1.07M	0.69%	25
2021 Q1	$12.6M	Sell	281,696 -16,080	-5%	-$723K	0.66%	29
2020 Q4	$13.2M	Buy	297,776 +44,288	+17%	+$1.82M	0.7%	26
2020 Q3	$9.87M	Sell	253,488 -9,824	-4%	-$370K	0.82%	24
2020 Q2	$9.23M	Sell	263,312 -5,768	-2%	-$180K	0.85%	25
2020 Q1	$6.8M	Buy	269,080 +4,584	+2%	+$139K	0.61%	41
2019 Q4	$8.1M	Buy	264,496 +12,080	+5%	+$346K	0.58%	40
2019 Q3	$6.74M	Buy	252,416 +28,312	+13%	+$762K	0.51%	49
2019 Q2	$5.98M	Sell	224,104 -2,712	-1%	-$69.9K	0.45%	52
2019 Q1	$5.76M	Buy	226,816 +7,720	+4%	+$179K	0.49%	47
2018 Q4	$4.7M	Sell	219,096 -62,504	-22%	-$1.42M	0.42%	58
2018 Q3	$7.13M	Buy	+281,600	New	+$6.85M	0.89%	25
2018 Q2	–	Sell	-231,944	Closed	-$4.96M	–	306
2018 Q1	$4.96M	Buy	231,944 +12,200	+6%	+$266K	0.31%	72
2017 Q4	$4.53M	Buy	+219,744	New	+$4.46M	0.47%	48
2017 Q3	–	Sell	-373,472	Closed	-$6.58M	–	201
2017 Q2	$6.58M	Buy	+373,472	New	+$6.58M	0.94%	29

Other funds holding VGT

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

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

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

Mariner Independent Advisor Network increased its Vanguard Information Technology ETF (VGT) stake by 0.34% in Q3 2022, buying an estimated $47.8K and bringing the position to 317,152 shares worth $12.2M. The position accounts for 0.52% of the portfolio, ranked #41.

Mariner Independent Advisor Network first reported a position in VGT in Q2 2017 and has held it in 20 quarters since. The position peaked at $16.1M in Q1 2022. 1,069 funds tracked by Wall St. Rank hold VGT as of Q3 2022.

Mariner Independent Advisor Network held 317,152 shares of Vanguard Information Technology ETF worth $12.2M as of Q3 2022.
Mariner Independent Advisor Network bought 1,088 Vanguard Information Technology ETF shares in Q3 2022, an estimated $47.8K.
Vanguard Information Technology ETF made up 0.52% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #41 holding.
Mariner Independent Advisor Network first reported a position in Vanguard Information Technology ETF in Q2 2017 and has held it in 20 quarters since.
Mariner Independent Advisor Network's Vanguard Information Technology ETF position peaked at $16.1M in Q1 2022.
1,069 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2022.

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