Mariner Independent Advisor Network’s Vanguard Total World Stock ETF VT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-16,206	Closed	-$973K	–	389
2020 Q1	$973K	Sell	16,206 -4,964	-23%	-$374K	0.09%	217
2019 Q4	$1.72M	Sell	21,170 -4,803	-18%	-$374K	0.12%	184
2019 Q3	$1.92M	Sell	25,973 -13,127	-34%	-$981K	0.15%	166
2019 Q2	$2.96M	Sell	39,100 -698	-2%	-$51.7K	0.22%	113
2019 Q1	$2.95M	Buy	39,798 +309	+0.8%	+$21.9K	0.25%	101
2018 Q4	$2.69M	Buy	+39,489	New	+$2.76M	0.24%	101
2018 Q3	–	Sell	-39,857	Closed	-$2.92M	–	291
2018 Q2	$2.92M	Sell	39,857 -19,459	-33%	-$1.45M	0.52%	55
2018 Q1	$4.37M	Buy	59,316 +36,690	+162%	+$2.78M	0.27%	83
2017 Q4	$1.68M	Buy	+22,626	New	+$1.64M	0.18%	136
2017 Q2	–	Sell	-4,050	Closed	-$264K	–	337
2017 Q1	$264K	Buy	+4,050	New	+$259K	0.03%	220

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Mariner Independent Advisor Network sold out of Vanguard Total World Stock ETF (VT) in Q2 2020, closing a stake of 16,206 shares — an estimated $973K sold.

Mariner Independent Advisor Network first reported a position in VT in Q1 2017 and held it in 10 quarters. The position peaked at $4.37M in Q1 2018. 482 funds tracked by Wall St. Rank hold VT as of Q2 2020.

Mariner Independent Advisor Network reported no remaining Vanguard Total World Stock ETF position as of Q2 2020 after selling out during the quarter.
Mariner Independent Advisor Network sold 16,206 Vanguard Total World Stock ETF shares in Q2 2020, an estimated $973K.
Mariner Independent Advisor Network first reported a position in Vanguard Total World Stock ETF in Q1 2017 and held it in 10 quarters.
Mariner Independent Advisor Network's Vanguard Total World Stock ETF position peaked at $4.37M in Q1 2018.
482 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2020.

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