Mariner Independent Advisor Network’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$16.5M	Sell	50,140 -1,182	-2%	-$432K	0.71%	28
2022 Q2	$18.2M	Buy	51,322 +4,481	+10%	+$1.69M	0.77%	20
2022 Q1	$19.4M	Buy	46,841 +8,680	+23%	+$3.55M	0.75%	23
2021 Q4	$16.7M	Buy	38,161 +928	+2%	+$392K	0.79%	20
2021 Q3	$14.7M	Buy	37,233 +1,462	+4%	+$593K	0.72%	23
2021 Q2	$14.1M	Buy	35,771 +1,999	+6%	+$767K	0.64%	27
2021 Q1	$12.3M	Buy	33,772 +5,092	+18%	+$1.81M	0.64%	30
2020 Q4	$9.86M	Buy	28,680 +2,805	+11%	+$914K	0.53%	35
2020 Q3	$7.96M	Buy	25,875 +1,397	+6%	+$426K	0.66%	32
2020 Q2	$6.99M	Sell	24,478 -1,534	-6%	-$413K	0.64%	34
2020 Q1	$5.91M	Buy	26,012 +2,139	+9%	+$599K	0.53%	44
2019 Q4	$7.07M	Buy	23,873 +2,303	+11%	+$651K	0.51%	48
2019 Q3	$5.82M	Buy	21,570 +1,595	+8%	+$433K	0.44%	57
2019 Q2	$5.41M	Sell	19,975 -1,661	-8%	-$439K	0.41%	59
2019 Q1	$5.67M	Buy	21,636 +359	+2%	+$89.7K	0.48%	50
2018 Q4	$5.05M	Buy	21,277 +1,689	+9%	+$418K	0.45%	51
2018 Q3	$4.97M	Buy	+19,588	New	+$5.13M	0.62%	41

Other funds holding VOO

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

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

Mariner Independent Advisor Network reduced its Vanguard S&P 500 ETF (VOO) stake by 2.3% in Q3 2022, selling an estimated $432K and leaving 50,140 shares worth $16.5M. The position accounts for 0.71% of the portfolio, ranked #28.

Mariner Independent Advisor Network first reported a position in VOO in Q3 2018 and has held it in 17 quarters since. The position peaked at $19.4M in Q1 2022. 2,067 funds tracked by Wall St. Rank hold VOO as of Q3 2022.

Mariner Independent Advisor Network held 50,140 shares of Vanguard S&P 500 ETF worth $16.5M as of Q3 2022.
Mariner Independent Advisor Network sold 1,182 Vanguard S&P 500 ETF shares in Q3 2022, an estimated $432K.
Vanguard S&P 500 ETF made up 0.71% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #28 holding.
Mariner Independent Advisor Network first reported a position in Vanguard S&P 500 ETF in Q3 2018 and has held it in 17 quarters since.
Mariner Independent Advisor Network's Vanguard S&P 500 ETF position peaked at $19.4M in Q1 2022.
2,067 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2022.

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