Mariner Independent Advisor Network’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$876K	Sell	24,004 -16,543	-41%	-$672K	0.04%	397
2022 Q2	$1.69M	Sell	40,547 -351	-0.9%	-$15.2K	0.07%	278
2022 Q1	$1.92M	Buy	40,898 +3,650	+10%	+$176K	0.07%	266
2021 Q4	$1.85M	Buy	37,248 +3,300	+10%	+$166K	0.09%	239
2021 Q3	$1.71M	Buy	33,948 +1,141	+3%	+$59K	0.08%	256
2021 Q2	$1.78M	Sell	32,807 -493	-1%	-$26.3K	0.08%	258
2021 Q1	$1.73M	Sell	33,300 -1,115	-3%	-$59.4K	0.09%	229
2020 Q4	$1.73M	Sell	34,415 -1,618	-4%	-$76K	0.09%	224
2020 Q3	$1.56M	Sell	36,033 -2,092	-5%	-$90.9K	0.13%	175
2020 Q2	$1.53M	Sell	38,125 -8,108	-18%	-$300K	0.14%	165
2020 Q1	$1.5M	Sell	46,233 -7,155	-13%	-$292K	0.14%	166
2019 Q4	$2.38M	Sell	53,388 -975	-2%	-$41.3K	0.17%	130
2019 Q3	$2.17M	Buy	54,363 +9,402	+21%	+$388K	0.17%	138
2019 Q2	$1.93M	Buy	44,961 +4,579	+11%	+$193K	0.15%	153
2019 Q1	$1.74M	Buy	40,382 +817	+2%	+$33.6K	0.15%	158
2018 Q4	$1.55M	Buy	+39,565	New	+$1.53M	0.14%	166
2018 Q3	–	Sell	-38,591	Closed	-$1.63M	–	295
2018 Q2	$1.63M	Sell	38,591 -22,438	-37%	-$1.01M	0.29%	70
2018 Q1	$2.87M	Buy	61,029 +29,370	+93%	+$1.41M	0.18%	111
2017 Q4	$1.45M	Buy	+31,659	New	+$1.41M	0.15%	147
2017 Q1	–	Sell	-29,990	Closed	-$1.07M	–	353
2016 Q4	$1.07M	Buy	+29,990	New	+$1.1M	0.17%	93
2016 Q3	–	Sell	-40,117	Closed	-$1.41M	–	197
2016 Q2	$1.41M	Buy	40,117 +14,393	+56%	+$492K	0.27%	82
2016 Q1	$890K	Buy	25,724 +15,087	+142%	+$473K	0.28%	77
2015 Q4	$348K	Sell	10,637 -1,885	-15%	-$64.9K	0.23%	69
2015 Q3	$414K	Buy	+12,522	New	+$455K	0.16%	106
2015 Q1	–	Sell	-6,188	Closed	-$248K	–	164
2014 Q4	$248K	Buy	+6,188	New	+$255K	0.11%	141

Other funds holding VWO

Betterment LLC New York $52.8B AUM 15.34% 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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

Mariner Independent Advisor Network reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 41% in Q3 2022, selling an estimated $672K and leaving 24,004 shares worth $876K. The position accounts for 0.04% of the portfolio, ranked #397.

Mariner Independent Advisor Network first reported a position in VWO in Q4 2014 and has held it in 25 quarters since. The position peaked at $2.87M in Q1 2018. 1,782 funds tracked by Wall St. Rank hold VWO as of Q3 2022.

Mariner Independent Advisor Network held 24,004 shares of Vanguard FTSE Emerging Markets ETF worth $876K as of Q3 2022.
Mariner Independent Advisor Network sold 16,543 Vanguard FTSE Emerging Markets ETF shares in Q3 2022, an estimated $672K.
Vanguard FTSE Emerging Markets ETF made up 0.04% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #397 holding.
Mariner Independent Advisor Network first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2014 and has held it in 25 quarters since.
Mariner Independent Advisor Network's Vanguard FTSE Emerging Markets ETF position peaked at $2.87M in Q1 2018.
1,782 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2022.

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