Mariner Independent Advisor Network’s Vanguard Extended Market ETF VXF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-41,308	Closed	-$3.52M	–	390
2020 Q1	$3.52M	Sell	41,308 -2,774	-6%	-$323K	0.32%	84
2019 Q4	$5.55M	Buy	44,082 +1,805	+4%	+$218K	0.4%	62
2019 Q3	$4.84M	Buy	42,277 +2,594	+7%	+$305K	0.37%	70
2019 Q2	$4.72M	Buy	39,683 +111	+0.3%	+$13K	0.36%	74
2019 Q1	$4.61M	Buy	39,572 +1,338	+3%	+$150K	0.39%	69
2018 Q4	$4.07M	Buy	+38,234	New	+$4.19M	0.36%	73
2018 Q2	–	Sell	-99,184	Closed	-$11.1M	–	311
2018 Q1	$11.1M	Buy	99,184 +63,593	+179%	+$7.22M	0.68%	34
2017 Q4	$4.05M	Buy	+35,591	New	+$3.9M	0.42%	61
2017 Q3	–	Sell	-28,725	Closed	-$2.94M	–	207
2017 Q2	$2.94M	Buy	+28,725	New	+$2.9M	0.42%	71
2016 Q4	–	Sell	-20,842	Closed	-$1.9M	–	209
2016 Q3	$1.9M	Buy	+20,842	New	+$1.87M	0.27%	85

Other funds holding VXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

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

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

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

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

Mariner Independent Advisor Network sold out of Vanguard Extended Market ETF (VXF) in Q2 2020, closing a stake of 41,308 shares — an estimated $3.52M sold.

Mariner Independent Advisor Network first reported a position in VXF in Q3 2016 and held it in 10 quarters. The position peaked at $11.1M in Q1 2018. 436 funds tracked by Wall St. Rank hold VXF as of Q2 2020.

Mariner Independent Advisor Network reported no remaining Vanguard Extended Market ETF position as of Q2 2020 after selling out during the quarter.
Mariner Independent Advisor Network sold 41,308 Vanguard Extended Market ETF shares in Q2 2020, an estimated $3.52M.
Mariner Independent Advisor Network first reported a position in Vanguard Extended Market ETF in Q3 2016 and held it in 10 quarters.
Mariner Independent Advisor Network's Vanguard Extended Market ETF position peaked at $11.1M in Q1 2018.
436 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2020.

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