Mariner Wealth Advisors (Cincinnati)’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$206K	Buy	+3,966	New	+$207K	0.01%	281
2018 Q2	–	Sell	-3,966	Closed	-$216K	–	308
2018 Q1	$216K	Buy	+3,966	New	+$221K	0.01%	267

Other funds holding VEU

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

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

ECM

ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) opened a new position in Vanguard FTSE All-World ex-US ETF (VEU) in Q3 2018: 3,966 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #281 among its holdings. This is a return to the name: Mariner Wealth Advisors (Cincinnati) previously reported a position in VEU as recently as Q1 2018.

Mariner Wealth Advisors (Cincinnati) first reported a position in VEU in Q1 2018 and has held it in 2 quarters since. The position peaked at $216K in Q1 2018. 739 funds tracked by Wall St. Rank hold VEU as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 3,966 shares of Vanguard FTSE All-World ex-US ETF worth $206K as of Q3 2018.
Vanguard FTSE All-World ex-US ETF was a new Mariner Wealth Advisors (Cincinnati) position in Q3 2018.
Vanguard FTSE All-World ex-US ETF made up 0.01% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #281 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Vanguard FTSE All-World ex-US ETF in Q1 2018 and has held it in 2 quarters since.
Mariner Wealth Advisors (Cincinnati)'s Vanguard FTSE All-World ex-US ETF position peaked at $216K in Q1 2018.
739 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2018.

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