MIAN
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Mariner Independent Advisor Network’s Vanguard Communication Services ETF VOX Stock Holding History

Mariner Independent Advisor Network’s Portfolio VOX Stock Details VOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$1.61M Sell
19,531
-2,007
-9% -$191K 0.07% 285
2022
Q2 		$2.12M Buy
21,538
+414
+2% +$43.1K 0.09% 235
2022
Q1 		$2.54M Buy
21,124
+3,597
+21% +$441K 0.1% 210
2021
Q4 		$2.39M Sell
17,527
-2,196
-11% -$305K 0.11% 195
2021
Q3 		$2.78M Buy
19,723
+3,782
+24% +$550K 0.14% 169
2021
Q2 		$2.29M Buy
15,941
+644
+4% +$88.7K 0.1% 219
2021
Q1 		$1.99M Sell
15,297
-12,960
-46% -$1.65M 0.1% 206
2020
Q4 		$3.4M Sell
28,257
-2,370
-8% -$264K 0.18% 138
2020
Q3 		$3.12M Sell
30,627
-1,311
-4% -$133K 0.26% 105
2020
Q2 		$3.04M Buy
31,938
+2,061
+7% +$182K 0.28% 90
2020
Q1 		$2.18M Sell
29,877
-245
-0.8% -$22.1K 0.2% 123
2019
Q4 		$2.83M Buy
30,122
+46
+0.2% +$4.16K 0.2% 115
2019
Q3 		$2.58M Sell
30,076
-985
-3% -$86.8K 0.2% 118
2019
Q2 		$2.71M Buy
31,061
+1,001
+3% +$86.6K 0.2% 121
2019
Q1 		$2.54M Buy
30,060
+11,969
+66% +$976K 0.21% 110
2018
Q4 		$1.43M Buy
+18,091
New +$1.44M 0.13% 178

Other funds holding VOX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return

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

Mariner Independent Advisor Network reduced its Vanguard Communication Services ETF (VOX) stake by 9.3% in Q3 2022, selling an estimated $191K and leaving 19,531 shares worth $1.61M. The position accounts for 0.07% of the portfolio, ranked #285.

Mariner Independent Advisor Network first reported a position in VOX in Q4 2018 and has held it in 16 quarters since. The position peaked at $3.4M in Q4 2020. 297 funds tracked by Wall St. Rank hold VOX as of Q3 2022.

  • Mariner Independent Advisor Network held 19,531 shares of Vanguard Communication Services ETF worth $1.61M as of Q3 2022.
  • Mariner Independent Advisor Network sold 2,007 Vanguard Communication Services ETF shares in Q3 2022, an estimated $191K.
  • Vanguard Communication Services ETF made up 0.07% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #285 holding.
  • Mariner Independent Advisor Network first reported a position in Vanguard Communication Services ETF in Q4 2018 and has held it in 16 quarters since.
  • Mariner Independent Advisor Network's Vanguard Communication Services ETF position peaked at $3.4M in Q4 2020.
  • 297 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q3 2022.

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