Mariner Independent Advisor Network’s Vanguard Russell 1000 ETF VONE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-11,462	Closed	-$1.28M	–	387
2020 Q1	$1.28M	Sell	11,462 -755	-6%	-$106K	0.12%	178
2019 Q4	$1.8M	Hold	12,217	–	–	0.13%	179
2019 Q3	$1.64M	Hold	12,217	–	–	0.12%	185
2019 Q2	$1.66M	Sell	12,217 -721	-6%	-$95.4K	0.12%	177
2019 Q1	$1.7M	Sell	12,938 -1	-0%	-$125	0.14%	161
2018 Q4	$1.53M	Buy	12,939 +74	+0.6%	+$9.13K	0.14%	168
2018 Q3	$1.63M	Buy	+12,865	New	+$1.68M	0.2%	110

Other funds holding VONE

DLIC

Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return

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

APW

Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NFG

Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return

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

RJA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Mariner Independent Advisor Network sold out of Vanguard Russell 1000 ETF (VONE) in Q2 2020, closing a stake of 11,462 shares — an estimated $1.28M sold.

Mariner Independent Advisor Network first reported a position in VONE in Q3 2018 and held it in 7 quarters. The position peaked at $1.8M in Q4 2019. 114 funds tracked by Wall St. Rank hold VONE as of Q2 2020.

Mariner Independent Advisor Network reported no remaining Vanguard Russell 1000 ETF position as of Q2 2020 after selling out during the quarter.
Mariner Independent Advisor Network sold 11,462 Vanguard Russell 1000 ETF shares in Q2 2020, an estimated $1.28M.
Mariner Independent Advisor Network first reported a position in Vanguard Russell 1000 ETF in Q3 2018 and held it in 7 quarters.
Mariner Independent Advisor Network's Vanguard Russell 1000 ETF position peaked at $1.8M in Q4 2019.
114 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2020.

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