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MIAN
Mariner Independent Advisor Network’s
Vanguard Industrials ETF
VIS
Stock Holding History
Mariner Independent Advisor Network’s Portfolio
VIS Stock Details
VIS Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q2
–
Sell
-12,633
Closed
-$1.33M
–
385
2020
Q1
$1.33M
Sell
12,633
-1,416
-10%
-$201K
0.12%
176
2019
Q4
$2.16M
Buy
14,049
+618
+5%
+$93K
0.16%
148
2019
Q3
$1.92M
Buy
13,431
+299
+2%
+$43.2K
0.15%
169
2019
Q2
$1.92M
Buy
13,132
+339
+3%
+$48.3K
0.14%
154
2019
Q1
$1.82M
Buy
12,793
+550
+4%
+$74.4K
0.15%
152
2018
Q4
$1.56M
Sell
12,243
-2,702
-18%
-$358K
0.14%
164
2018
Q3
$2.05M
Buy
+14,945
New
+$2.15M
0.26%
87
2018
Q2
–
Sell
-12,337
Closed
-$1.72M
–
308
2018
Q1
$1.72M
Buy
12,337
+639
+5%
+$92.1K
0.11%
150
2017
Q4
$1.72M
Buy
+11,698
New
+$1.6M
0.18%
131
2017
Q3
–
Sell
-27,163
Closed
-$3.49M
–
203
2017
Q2
$3.49M
Buy
27,163
+24,698
+1,002%
+$3.12M
0.5%
64
2017
Q1
$304K
Buy
+2,465
New
+$303K
0.04%
204
Other funds holding VIS
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton, Ohio
$1.78B AUM
14.7%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
M&T Bank
Buffalo, New York
$29.2B AUM
22.81%
1-Year Est. Return
Stifel Financial
St. Louis, Missouri
$109B AUM
21.36%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
BOPW
Brandywine Oak Private Wealth
Kennett Square, Pennsylvania
$1.19B AUM
17.95%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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