Mariner Wealth Advisors (Cincinnati)’s Vanguard Small-Cap ETF VB Stock Holding History

Mariner Wealth Advisors (Cincinnati)’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$1.13M	Buy	6,955 +1,986	+40%	+$321K	0.06%	133
2018 Q2	$774K	Buy	4,969 +5	+0.1%	+$765	0.05%	152
2018 Q1	$729K	Sell	4,964 -355	-7%	-$53K	0.04%	151
2017 Q4	$786K	Buy	5,319 +553	+12%	+$80K	0.05%	138
2017 Q3	$673K	Buy	4,766 +1,252	+36%	+$171K	0.04%	143
2017 Q2	$476K	Buy	3,514 +50	+1%	+$6.7K	0.03%	172
2017 Q1	$462K	Buy	+3,464	New	+$458K	0.03%	172
2016 Q4	–	Sell	-2,999	Closed	-$366K	–	256
2016 Q3	$366K	Buy	2,999 +95	+3%	+$11.5K	0.03%	190
2016 Q2	$336K	Buy	2,904 +50	+2%	+$5.68K	0.03%	198
2016 Q1	$318K	Buy	2,854 +50	+2%	+$5.18K	0.03%	185
2015 Q4	$310K	Buy	+2,804	New	+$318K	0.03%	189

Other funds holding VB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s VB Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) increased its Vanguard Small-Cap ETF (VB) stake by 40% in Q3 2018, buying an estimated $321K and bringing the position to 6,955 shares worth $1.13M. The position accounts for 0.06% of the portfolio, ranked #133.

Mariner Wealth Advisors (Cincinnati) first reported a position in VB in Q4 2015 and has held it in 11 quarters since. 855 funds tracked by Wall St. Rank hold VB as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 6,955 shares of Vanguard Small-Cap ETF worth $1.13M as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) bought 1,986 Vanguard Small-Cap ETF shares in Q3 2018, an estimated $321K.
Vanguard Small-Cap ETF made up 0.06% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #133 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Vanguard Small-Cap ETF in Q4 2015 and has held it in 11 quarters since.
855 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.