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

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 $1.55T AUM 33.47% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

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

Mariner Independent Advisor Network sold out of Vanguard Industrials ETF (VIS) in Q2 2020, closing a stake of 12,633 shares — an estimated $1.33M sold.

Mariner Independent Advisor Network first reported a position in VIS in Q1 2017 and held it in 11 quarters. The position peaked at $3.49M in Q2 2017. 231 funds tracked by Wall St. Rank hold VIS as of Q2 2020.

Mariner Independent Advisor Network reported no remaining Vanguard Industrials ETF position as of Q2 2020 after selling out during the quarter.
Mariner Independent Advisor Network sold 12,633 Vanguard Industrials ETF shares in Q2 2020, an estimated $1.33M.
Mariner Independent Advisor Network first reported a position in Vanguard Industrials ETF in Q1 2017 and held it in 11 quarters.
Mariner Independent Advisor Network's Vanguard Industrials ETF position peaked at $3.49M in Q2 2017.
231 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2020.

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