Mariner Wealth Advisors (Cincinnati)’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$3.06M	Sell	27,602 -2,282	-8%	-$245K	0.17%	92
2018 Q2	$3.04M	Sell	29,884 -216	-0.7%	-$22K	0.18%	86
2018 Q1	$3.04M	Sell	30,100 -1,730	-5%	-$179K	0.19%	81
2017 Q4	$3.25M	Buy	31,830 +1,757	+6%	+$173K	0.2%	78
2017 Q3	$2.85M	Sell	30,073 -669	-2%	-$62.4K	0.18%	84
2017 Q2	$2.85M	Sell	30,742 -89	-0.3%	-$8.16K	0.2%	83
2017 Q1	$2.77M	Buy	30,831 +10,665	+53%	+$945K	0.2%	87
2016 Q4	$1.72M	Sell	20,166 -13,328	-40%	-$1.12M	0.13%	98
2016 Q3	$2.81M	Sell	33,494 -453	-1%	-$38.4K	0.24%	83
2016 Q2	$2.83M	Buy	33,947 +409	+1%	+$33.4K	0.25%	82
2016 Q1	$2.73M	Buy	33,538 +334	+1%	+$25.6K	0.27%	76
2015 Q4	$2.58M	Buy	+33,204	New	+$2.59M	0.25%	75

Other funds holding VIG

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

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 7.6% in Q3 2018, selling an estimated $245K and leaving 27,602 shares worth $3.06M. The position accounts for 0.17% of the portfolio, ranked #92.

Mariner Wealth Advisors (Cincinnati) first reported a position in VIG in Q4 2015 and has held it in 12 quarters since. The position peaked at $3.25M in Q4 2017. 911 funds tracked by Wall St. Rank hold VIG as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 27,602 shares of Vanguard Dividend Appreciation ETF worth $3.06M as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) sold 2,282 Vanguard Dividend Appreciation ETF shares in Q3 2018, an estimated $245K.
Vanguard Dividend Appreciation ETF made up 0.17% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #92 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Vanguard Dividend Appreciation ETF in Q4 2015 and has held it in 12 quarters since.
Mariner Wealth Advisors (Cincinnati)'s Vanguard Dividend Appreciation ETF position peaked at $3.25M in Q4 2017.
911 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2018.

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