Mariner Independent Advisor Network’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$4.69M	Buy	28,653 +152	+0.5%	+$27.6K	0.2%	127
2022 Q2	$5.02M	Buy	28,501 +478	+2%	+$89.7K	0.21%	116
2022 Q1	$5.83M	Buy	28,023 +2,340	+9%	+$481K	0.22%	112
2021 Q4	$5.69M	Buy	25,683 +13,074	+104%	+$2.8M	0.27%	91
2021 Q3	$2.53M	Buy	12,609 +50	+0.4%	+$10.3K	0.12%	187
2021 Q2	$2.52M	Buy	12,559 +811	+7%	+$158K	0.11%	202
2021 Q1	$2.18M	Buy	11,748 +1,700	+17%	+$308K	0.11%	184
2020 Q4	$1.77M	Buy	+10,048	New	+$1.67M	0.09%	221

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

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

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

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

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

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

Mariner Independent Advisor Network increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.53% in Q3 2022, buying an estimated $27.6K and bringing the position to 28,653 shares worth $4.69M. The position accounts for 0.2% of the portfolio, ranked #127.

Mariner Independent Advisor Network first reported a position in VV in Q4 2020 and has held it in 8 quarters since. The position peaked at $5.83M in Q1 2022. 821 funds tracked by Wall St. Rank hold VV as of Q3 2022.

Mariner Independent Advisor Network held 28,653 shares of Vanguard Morningstar Large-Cap ETF worth $4.69M as of Q3 2022.
Mariner Independent Advisor Network bought 152 Vanguard Morningstar Large-Cap ETF shares in Q3 2022, an estimated $27.6K.
Vanguard Morningstar Large-Cap ETF made up 0.2% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #127 holding.
Mariner Independent Advisor Network first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2020 and has held it in 8 quarters since.
Mariner Independent Advisor Network's Vanguard Morningstar Large-Cap ETF position peaked at $5.83M in Q1 2022.
821 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2022.

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