Mariner Independent Advisor Network’s Vanguard Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$18.5M	Sell	103,089 -4,376	-4%	-$872K	0.8%	21
2022 Q2	$20.5M	Buy	107,465 +2,543	+2%	+$522K	0.86%	19
2022 Q1	$23.9M	Buy	104,922 +15,558	+17%	+$3.5M	0.92%	19
2021 Q4	$21.6M	Sell	89,364 -2,922	-3%	-$690K	1.01%	17
2021 Q3	$20.5M	Buy	92,286 +3,103	+3%	+$708K	1%	16
2021 Q2	$19.9M	Buy	89,183 +1,191	+1%	+$258K	0.9%	19
2021 Q1	$18.2M	Buy	87,992 +1,692	+2%	+$342K	0.95%	18
2020 Q4	$16.8M	Buy	86,300 +25,455	+42%	+$4.65M	0.9%	19
2020 Q3	$10.4M	Sell	60,845 -3,706	-6%	-$623K	0.86%	21
2020 Q2	$10.2M	Sell	64,551 -31,322	-33%	-$4.62M	0.94%	19
2020 Q1	$12M	Buy	95,873 +1,089	+1%	+$168K	1.09%	16
2019 Q4	$15.5M	Buy	94,784 +9,757	+11%	+$1.53M	1.12%	17
2019 Q3	$12.7M	Buy	85,027 +23,439	+38%	+$3.53M	0.97%	21
2019 Q2	$9.28M	Buy	61,588 +10,811	+21%	+$1.59M	0.7%	29
2019 Q1	$7.42M	Sell	50,777 -14,447	-22%	-$2.02M	0.63%	35
2018 Q4	$8.57M	Buy	+65,224	New	+$9M	0.76%	22
2018 Q3	–	Sell	-28,112	Closed	-$3.95M	–	292
2018 Q2	$3.95M	Buy	28,112 +11,526	+69%	+$1.61M	0.7%	37
2018 Q1	$2.25M	Sell	16,586 -1,145	-6%	-$161K	0.14%	128
2017 Q4	$2.43M	Buy	+17,731	New	+$2.37M	0.25%	94
2016 Q3	–	Sell	-44,025	Closed	-$4.72M	–	196
2016 Q2	$4.72M	Buy	44,025 +6,476	+17%	+$686K	0.89%	28
2016 Q1	$3.94M	Buy	+37,549	New	+$3.72M	1.26%	28
2015 Q1	–	Sell	-2,332	Closed	-$247K	–	161
2014 Q4	$247K	Sell	2,332 -4,144	-64%	-$429K	0.11%	142
2014 Q3	$656K	Sell	6,476 -42,973	-87%	-$4.39M	0.34%	48
2014 Q2	$5.03M	Buy	+49,449	New	+$4.87M	2.48%	12

Other funds holding VTI

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

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

MPM

MBB Public Markets Chicago, Illinois $839M AUM 20.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Mariner Independent Advisor Network reduced its Vanguard Total Stock Market ETF (VTI) stake by 4.1% in Q3 2022, selling an estimated $872K and leaving 103,089 shares worth $18.5M. The position accounts for 0.8% of the portfolio, ranked #21.

Mariner Independent Advisor Network first reported a position in VTI in Q2 2014 and has held it in 24 quarters since. The position peaked at $23.9M in Q1 2022. 2,144 funds tracked by Wall St. Rank hold VTI as of Q3 2022.

Mariner Independent Advisor Network held 103,089 shares of Vanguard Total Stock Market ETF worth $18.5M as of Q3 2022.
Mariner Independent Advisor Network sold 4,376 Vanguard Total Stock Market ETF shares in Q3 2022, an estimated $872K.
Vanguard Total Stock Market ETF made up 0.8% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #21 holding.
Mariner Independent Advisor Network first reported a position in Vanguard Total Stock Market ETF in Q2 2014 and has held it in 24 quarters since.
Mariner Independent Advisor Network's Vanguard Total Stock Market ETF position peaked at $23.9M in Q1 2022.
2,144 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2022.

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