Mariner Independent Advisor Network’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$6.63M	Buy	141,192 +3,920	+3%	+$205K	0.29%	80
2022 Q2	$6.88M	Buy	137,272 +9,684	+8%	+$523K	0.29%	84
2022 Q1	$7.59M	Buy	127,588 +36,744	+40%	+$2.16M	0.29%	85
2021 Q4	$5.76M	Sell	90,844 -13,328	-13%	-$835K	0.27%	88
2021 Q3	$6.17M	Buy	104,172 +6,516	+7%	+$394K	0.3%	86
2021 Q2	$5.79M	Buy	97,656 +5,720	+6%	+$332K	0.26%	93
2021 Q1	$5.09M	Buy	91,936 +3,680	+4%	+$200K	0.27%	97
2020 Q4	$4.56M	Buy	88,256 +16,788	+23%	+$813K	0.24%	100
2020 Q3	$3.15M	Buy	71,468 +29,184	+69%	+$1.27M	0.26%	104
2020 Q2	$1.74M	Sell	42,284 -8,728	-17%	-$334K	0.16%	153
2020 Q1	$1.62M	Sell	51,012 -876	-2%	-$36.3K	0.15%	159
2019 Q4	$2.31M	Buy	51,888 +4,160	+9%	+$179K	0.17%	135
2019 Q3	$1.98M	Buy	+47,728	New	+$1.99M	0.15%	156
2018 Q3	–	Sell	-79,140	Closed	-$3.12M	–	290
2018 Q2	$3.12M	Buy	79,140 +28,248	+56%	+$1.11M	0.55%	53
2018 Q1	$1.96M	Buy	+50,892	New	+$2M	0.12%	142
2015 Q1	–	Sell	-7,708	Closed	-$238K	–	160
2014 Q4	$238K	Buy	+7,708	New	+$232K	0.11%	143

Other funds holding VO

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

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

CWA

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Mariner Independent Advisor Network increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.9% in Q3 2022, buying an estimated $205K and bringing the position to 141,192 shares worth $6.63M. The position accounts for 0.29% of the portfolio, ranked #80.

Mariner Independent Advisor Network first reported a position in VO in Q4 2014 and has held it in 16 quarters since. The position peaked at $7.59M in Q1 2022. 1,499 funds tracked by Wall St. Rank hold VO as of Q3 2022.

Mariner Independent Advisor Network held 141,192 shares of Vanguard Morningstar Mid-Cap ETF worth $6.63M as of Q3 2022.
Mariner Independent Advisor Network bought 3,920 Vanguard Morningstar Mid-Cap ETF shares in Q3 2022, an estimated $205K.
Vanguard Morningstar Mid-Cap ETF made up 0.29% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #80 holding.
Mariner Independent Advisor Network first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2014 and has held it in 16 quarters since.
Mariner Independent Advisor Network's Vanguard Morningstar Mid-Cap ETF position peaked at $7.59M in Q1 2022.
1,499 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2022.

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