Mariner Independent Advisor Network’s Vanguard Utilities ETF VPU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-17,246	Closed	-$1.98M	–	388
2020 Q1	$1.98M	Buy	17,246 +1,280	+8%	+$180K	0.18%	130
2019 Q4	$2.28M	Buy	15,966 +1,192	+8%	+$168K	0.16%	137
2019 Q3	$2.12M	Buy	+14,774	New	+$2.03M	0.16%	141
2017 Q3	–	Sell	-11,099	Closed	-$1.27M	–	204
2017 Q2	$1.27M	Buy	+11,099	New	+$1.28M	0.18%	123

Other funds holding VPU

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

Mariner Independent Advisor Network sold out of Vanguard Utilities ETF (VPU) in Q2 2020, closing a stake of 17,246 shares — an estimated $1.98M sold.

Mariner Independent Advisor Network first reported a position in VPU in Q2 2017 and held it in 4 quarters. The position peaked at $2.28M in Q4 2019. 319 funds tracked by Wall St. Rank hold VPU as of Q2 2020.

Mariner Independent Advisor Network reported no remaining Vanguard Utilities ETF position as of Q2 2020 after selling out during the quarter.
Mariner Independent Advisor Network sold 17,246 Vanguard Utilities ETF shares in Q2 2020, an estimated $1.98M.
Mariner Independent Advisor Network first reported a position in Vanguard Utilities ETF in Q2 2017 and held it in 4 quarters.
Mariner Independent Advisor Network's Vanguard Utilities ETF position peaked at $2.28M in Q4 2019.
319 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2020.

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