Mariner Independent Advisor Network’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$25.8M	Buy	190,694 +7,963	+4%	+$1.18M	1.11%	11
2022 Q2	$26.6M	Buy	182,731 +10,600	+6%	+$1.61M	1.12%	11
2022 Q1	$27.8M	Buy	172,131 +41,393	+32%	+$6.68M	1.07%	14
2021 Q4	$22.4M	Sell	130,738 -20,125	-13%	-$3.32M	1.05%	14
2021 Q3	$23.2M	Buy	150,863 +8,980	+6%	+$1.43M	1.13%	13
2021 Q2	$22M	Buy	141,883 +3,262	+2%	+$501K	1%	18
2021 Q1	$20.4M	Buy	138,621 +17,098	+14%	+$2.43M	1.06%	15
2020 Q4	$17.2M	Buy	121,523 +40,403	+50%	+$5.48M	0.92%	18
2020 Q3	$10.4M	Buy	81,120 +11,740	+17%	+$1.48M	0.86%	20
2020 Q2	$8.15M	Sell	69,380 -26,088	-27%	-$2.97M	0.75%	28
2020 Q1	$9.56M	Sell	95,468 -26,304	-22%	-$3.14M	0.86%	23
2019 Q4	$15.2M	Buy	121,772 +7,692	+7%	+$931K	1.1%	19
2019 Q3	$13.5M	Buy	114,080 +31,905	+39%	+$3.76M	1.03%	19
2019 Q2	$9.49M	Buy	82,175 +4,358	+6%	+$489K	0.71%	28
2019 Q1	$8.58M	Buy	77,817 +2,943	+4%	+$310K	0.72%	28
2018 Q4	$7.47M	Buy	+74,874	New	+$7.81M	0.67%	31
2018 Q3	–	Sell	-49,540	Closed	-$5.03M	–	289
2018 Q2	$5.03M	Sell	49,540 -33,991	-41%	-$3.46M	0.89%	31
2018 Q1	$8.44M	Buy	83,531 +45,099	+117%	+$4.68M	0.52%	46
2017 Q4	$3.92M	Buy	38,432 +25,116	+189%	+$2.47M	0.41%	63
2017 Q3	$1.26M	Sell	13,316 -200	-1%	-$18.7K	0.21%	87
2017 Q2	$1.25M	Buy	+13,516	New	+$1.24M	0.18%	125
2017 Q1	–	Sell	-14,431	Closed	-$1.23M	–	351
2016 Q4	$1.23M	Sell	14,431 -1,425	-9%	-$120K	0.2%	91
2016 Q3	$1.33M	Sell	15,856 -322	-2%	-$27.3K	0.19%	94
2016 Q2	$1.35M	Sell	16,178 -17,692	-52%	-$1.45M	0.25%	85
2016 Q1	$2.75M	Buy	33,870 +3,352	+11%	+$257K	0.88%	36
2015 Q4	$2.37M	Buy	30,518 +13,342	+78%	+$1.04M	1.59%	16
2015 Q3	$1.27M	Buy	17,176 +2,469	+17%	+$191K	0.49%	62
2015 Q2	$1.16M	Buy	14,707 +817	+6%	+$66.2K	0.57%	55
2015 Q1	$1.12M	Sell	13,890 -1,257	-8%	-$102K	0.62%	47
2014 Q4	$1.23M	Sell	15,147 -1,039	-6%	-$82.2K	0.57%	46
2014 Q3	$1.25M	Sell	16,186 -57,087	-78%	-$4.43M	0.65%	32
2014 Q2	$5.71M	Buy	+73,273	New	+$5.6M	2.81%	10

Other funds holding VIG

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

Mariner Independent Advisor Network increased its Vanguard Dividend Appreciation ETF (VIG) stake by 4.4% in Q3 2022, buying an estimated $1.18M and bringing the position to 190,694 shares worth $25.8M. The position accounts for 1.11% of the portfolio, ranked #11.

Mariner Independent Advisor Network first reported a position in VIG in Q2 2014 and has held it in 32 quarters since. The position peaked at $27.8M in Q1 2022. 1,644 funds tracked by Wall St. Rank hold VIG as of Q3 2022.

Mariner Independent Advisor Network held 190,694 shares of Vanguard Dividend Appreciation ETF worth $25.8M as of Q3 2022.
Mariner Independent Advisor Network bought 7,963 Vanguard Dividend Appreciation ETF shares in Q3 2022, an estimated $1.18M.
Vanguard Dividend Appreciation ETF made up 1.11% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #11 holding.
Mariner Independent Advisor Network first reported a position in Vanguard Dividend Appreciation ETF in Q2 2014 and has held it in 32 quarters since.
Mariner Independent Advisor Network's Vanguard Dividend Appreciation ETF position peaked at $27.8M in Q1 2022.
1,644 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2022.

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