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

Mariner Independent Advisor Network’s Portfolio VOOG Stock Details VOOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$15.5M Sell
446,958
-300
-0.1% -$11.7K 0.67% 33
2022
Q2 		$17M Sell
447,258
-75,882
-15% -$3.02M 0.72% 23
2022
Q1 		$24M Buy
+523,140
New +$23.6M 0.92% 18

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCP
Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Mariner Independent Advisor Network reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 0.07% in Q3 2022, selling an estimated $11.7K and leaving 446,958 shares worth $15.5M. The position accounts for 0.67% of the portfolio, ranked #33.

Mariner Independent Advisor Network first reported a position in VOOG in Q1 2022 and has held it in 3 quarters since. The position peaked at $24M in Q1 2022. 319 funds tracked by Wall St. Rank hold VOOG as of Q3 2022.

  • Mariner Independent Advisor Network held 446,958 shares of Vanguard S&P 500 Growth ETF worth $15.5M as of Q3 2022.
  • Mariner Independent Advisor Network sold 300 Vanguard S&P 500 Growth ETF shares in Q3 2022, an estimated $11.7K.
  • Vanguard S&P 500 Growth ETF made up 0.67% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #33 holding.
  • Mariner Independent Advisor Network first reported a position in Vanguard S&P 500 Growth ETF in Q1 2022 and has held it in 3 quarters since.
  • Mariner Independent Advisor Network's Vanguard S&P 500 Growth ETF position peaked at $24M in Q1 2022.
  • 319 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2022.

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