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Mariner Independent Advisor Network’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Mariner Independent Advisor Network’s Portfolio VIOO Stock Details VIOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$2.67M Buy
+33,008
New +$2.95M 0.11% 189

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Mariner Independent Advisor Network opened a new position in Vanguard S&P Small-Cap 600 ETF (VIOO) in Q3 2022: 33,008 shares worth $2.67M. The stake represents 0.11% of the portfolio and ranks #189 among its holdings.

203 funds tracked by Wall St. Rank hold VIOO as of Q3 2022.

  • Mariner Independent Advisor Network held 33,008 shares of Vanguard S&P Small-Cap 600 ETF worth $2.67M as of Q3 2022.
  • Vanguard S&P Small-Cap 600 ETF was a new Mariner Independent Advisor Network position in Q3 2022.
  • Vanguard S&P Small-Cap 600 ETF made up 0.11% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #189 holding.
  • 203 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2022.

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