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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$278K	Sell	1,485 -79	-5%	-$14.5K	0.02%	254
2018 Q2	$275K	Hold	1,564	–	–	0.02%	253
2018 Q1	$256K	Hold	1,564	–	–	0.02%	248
2017 Q4	$252K	Buy	1,564 +134	+9%	+$21.1K	0.02%	248
2017 Q3	$218K	Buy	+1,430	New	+$210K	0.01%	254

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

BDF

Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return

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

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

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

Mariner Wealth Advisors (Cincinnati) reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 5.1% in Q3 2018, selling an estimated $14.5K and leaving 1,485 shares worth $278K. The position accounts for 0.02% of the portfolio, ranked #254.

Mariner Wealth Advisors (Cincinnati) first reported a position in VBK in Q3 2017 and has held it in 5 quarters since. 434 funds tracked by Wall St. Rank hold VBK as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 1,485 shares of Vanguard Small-Cap Growth ETF worth $278K as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) sold 79 Vanguard Small-Cap Growth ETF shares in Q3 2018, an estimated $14.5K.
Vanguard Small-Cap Growth ETF made up 0.02% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #254 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Vanguard Small-Cap Growth ETF in Q3 2017 and has held it in 5 quarters since.
434 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q3 2018.

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