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Mariner Independent Advisor Network’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Mariner Independent Advisor Network’s Portfolio VTWO Stock Details VTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$950K Sell
14,252
-354
-2% -$26.1K 0.04% 378
2022
Q2 		$1.03M Sell
14,606
-99
-0.7% -$7.37K 0.04% 363
2022
Q1 		$1.23M Buy
+14,705
New +$1.21M 0.05% 331

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

Mariner Independent Advisor Network reduced its Vanguard Russell 2000 ETF (VTWO) stake by 2.4% in Q3 2022, selling an estimated $26.1K and leaving 14,252 shares worth $950K. The position accounts for 0.04% of the portfolio, ranked #378.

Mariner Independent Advisor Network first reported a position in VTWO in Q1 2022 and has held it in 3 quarters since. The position peaked at $1.23M in Q1 2022. 374 funds tracked by Wall St. Rank hold VTWO as of Q3 2022.

  • Mariner Independent Advisor Network held 14,252 shares of Vanguard Russell 2000 ETF worth $950K as of Q3 2022.
  • Mariner Independent Advisor Network sold 354 Vanguard Russell 2000 ETF shares in Q3 2022, an estimated $26.1K.
  • Vanguard Russell 2000 ETF made up 0.04% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #378 holding.
  • Mariner Independent Advisor Network first reported a position in Vanguard Russell 2000 ETF in Q1 2022 and has held it in 3 quarters since.
  • Mariner Independent Advisor Network's Vanguard Russell 2000 ETF position peaked at $1.23M in Q1 2022.
  • 374 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2022.

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