Mariner Wealth Advisors (Cincinnati)’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$2.48M	Sell	57,321 -2,214	-4%	-$95.4K	0.14%	102
2018 Q2	$2.55M	Sell	59,535 -551	-0.9%	-$24.6K	0.15%	90
2018 Q1	$2.66M	Sell	60,086 -840	-1%	-$38.1K	0.16%	87
2017 Q4	$2.73M	Buy	60,926 +8,604	+16%	+$380K	0.17%	81
2017 Q3	$2.27M	Buy	52,322 +15,012	+40%	+$637K	0.15%	89
2017 Q2	$1.54M	Sell	37,310 -398	-1%	-$16.2K	0.11%	104
2017 Q1	$1.48M	Buy	37,708 +14,395	+62%	+$552K	0.11%	104
2016 Q4	$852K	Buy	23,313 +3,234	+16%	+$118K	0.07%	126
2016 Q3	$751K	Buy	20,079 +351	+2%	+$12.9K	0.06%	131
2016 Q2	$698K	Buy	19,728 +955	+5%	+$34.5K	0.06%	135
2016 Q1	$674K	Buy	18,773 +4,687	+33%	+$162K	0.07%	132
2015 Q4	$517K	Buy	+14,086	New	+$528K	0.05%	147

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 3.7% in Q3 2018, selling an estimated $95.4K and leaving 57,321 shares worth $2.48M. The position accounts for 0.14% of the portfolio, ranked #102.

Mariner Wealth Advisors (Cincinnati) first reported a position in VEA in Q4 2015 and has held it in 12 quarters since. The position peaked at $2.73M in Q4 2017. 1,057 funds tracked by Wall St. Rank hold VEA as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 57,321 shares of Vanguard FTSE Developed Markets ETF worth $2.48M as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) sold 2,214 Vanguard FTSE Developed Markets ETF shares in Q3 2018, an estimated $95.4K.
Vanguard FTSE Developed Markets ETF made up 0.14% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #102 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2015 and has held it in 12 quarters since.
Mariner Wealth Advisors (Cincinnati)'s Vanguard FTSE Developed Markets ETF position peaked at $2.73M in Q4 2017.
1,057 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2018.

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