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Mariner Independent Advisor Network’s Vanguard Real Estate ETF VNQ Stock Holding History

Mariner Independent Advisor Network’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$1.11M Buy
13,881
+2,124
+18% +$199K 0.05% 347
2022
Q2 		$1.08M Sell
11,757
-1,358
-10% -$135K 0.05% 353
2022
Q1 		$1.43M Buy
13,115
+2,066
+19% +$219K 0.05% 313
2021
Q4 		$1.27M Sell
11,049
-1,296
-10% -$142K 0.06% 297
2021
Q3 		$1.26M Buy
12,345
+624
+5% +$66.2K 0.06% 296
2021
Q2 		$1.19M Buy
11,721
+678
+6% +$67.2K 0.05% 317
2021
Q1 		$1.01M Buy
11,043
+270
+3% +$23.7K 0.05% 297
2020
Q4 		$915K Buy
+10,773
New +$893K 0.05% 294
2020
Q2 		– Sell
-10,601
Closed -$701K – 386
2020
Q1 		$701K Sell
10,601
-33,786
-76% -$2.97M 0.06% 251
2019
Q4 		$4.08M Sell
44,387
-485
-1% -$44.9K 0.29% 83
2019
Q3 		$4.18M Sell
44,872
-16
-0% -$1.45K 0.32% 82
2019
Q2 		$3.92M Buy
44,888
+2,182
+5% +$191K 0.3% 89
2019
Q1 		$3.71M Buy
+42,706
New +$3.53M 0.31% 81
2018
Q2 		– Sell
-17,580
Closed -$1.33M – 309
2018
Q1 		$1.33M Buy
17,580
+269
+2% +$20.6K 0.08% 189
2017
Q4 		$1.38M Sell
17,311
-19,931
-54% -$1.67M 0.14% 152
2017
Q3 		$3.09M Buy
37,242
+2,990
+9% +$250K 0.5% 52
2017
Q2 		$2.85M Buy
+34,252
New +$2.86M 0.41% 74
2017
Q1 		– Sell
-102,285
Closed -$8.44M – 352
2016
Q4 		$8.44M Buy
102,285
+301
+0.3% +$24.5K 1.37% 20
2016
Q3 		$8.85M Buy
+101,984
New +$9.1M 1.26% 21
2016
Q2 		– Sell
-12,978
Closed -$1.09M – 167
2016
Q1 		$1.09M Buy
+12,978
New +$1.01M 0.35% 70
2015
Q4 		– Sell
-12,830
Closed -$969K – 143
2015
Q3 		$969K Buy
+12,830
New +$985K 0.37% 75
2015
Q2 		– Sell
-44,436
Closed -$3.75M – 102
2015
Q1 		$3.75M Sell
44,436
-3,325
-7% -$282K 2.09% 15
2014
Q4 		$3.87M Buy
47,761
+6,082
+15% +$477K 1.79% 13
2014
Q3 		$2.99M Buy
41,679
+1,920
+5% +$145K 1.56% 17
2014
Q2 		$2.98M Buy
+39,759
New +$2.92M 1.46% 20

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Mariner Independent Advisor Network increased its Vanguard Real Estate ETF (VNQ) stake by 18% in Q3 2022, buying an estimated $199K and bringing the position to 13,881 shares worth $1.11M. The position accounts for 0.05% of the portfolio, ranked #347.

Mariner Independent Advisor Network first reported a position in VNQ in Q2 2014 and has held it in 25 quarters since. The position peaked at $8.85M in Q3 2016. 1,506 funds tracked by Wall St. Rank hold VNQ as of Q3 2022.

  • Mariner Independent Advisor Network held 13,881 shares of Vanguard Real Estate ETF worth $1.11M as of Q3 2022.
  • Mariner Independent Advisor Network bought 2,124 Vanguard Real Estate ETF shares in Q3 2022, an estimated $199K.
  • Vanguard Real Estate ETF made up 0.05% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #347 holding.
  • Mariner Independent Advisor Network first reported a position in Vanguard Real Estate ETF in Q2 2014 and has held it in 25 quarters since.
  • Mariner Independent Advisor Network's Vanguard Real Estate ETF position peaked at $8.85M in Q3 2016.
  • 1,506 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2022.

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