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

Mariner Wealth Advisors (Cincinnati)’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$232K Buy
+1,668
New +$234K 0.01% 271
2018
Q2 		– Sell
-1,773
Closed -$229K – 307
2018
Q1 		$229K Buy
1,773
+150
+9% +$19.9K 0.01% 260
2017
Q4 		$216K Buy
+1,623
New +$211K 0.01% 263

Other funds holding VBR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) opened a new position in Vanguard Small-Cap Value ETF (VBR) in Q3 2018: 1,668 shares worth $232K. The stake represents 0.01% of the portfolio and ranks #271 among its holdings. This is a return to the name: Mariner Wealth Advisors (Cincinnati) previously reported a position in VBR as recently as Q1 2018.

Mariner Wealth Advisors (Cincinnati) first reported a position in VBR in Q4 2017 and has held it in 3 quarters since. 621 funds tracked by Wall St. Rank hold VBR as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 1,668 shares of Vanguard Small-Cap Value ETF worth $232K as of Q3 2018.
  • Vanguard Small-Cap Value ETF was a new Mariner Wealth Advisors (Cincinnati) position in Q3 2018.
  • Vanguard Small-Cap Value ETF made up 0.01% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #271 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Vanguard Small-Cap Value ETF in Q4 2017 and has held it in 3 quarters since.
  • 621 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q3 2018.

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