Mariner Wealth Advisors (Cincinnati)’s Vanguard Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$543K	Hold	13,236	–	–	0.03%	189
2018 Q2	$522K	Hold	13,236	–	–	0.03%	186
2018 Q1	$510K	Hold	13,236	–	–	0.03%	186
2017 Q4	$512K	Sell	13,236 -764	-5%	-$28.8K	0.03%	177
2017 Q3	$514K	Sell	14,000 -4,596	-25%	-$166K	0.03%	169
2017 Q2	$663K	Hold	18,596	–	–	0.05%	142
2017 Q1	$647K	Buy	+18,596	New	+$639K	0.05%	146
2016 Q4	–	Sell	-19,496	Closed	-$631K	–	258
2016 Q3	$631K	Buy	19,496 +216	+1%	+$6.93K	0.05%	144
2016 Q2	$596K	Buy	19,280 +2,940	+18%	+$89.9K	0.05%	146
2016 Q1	$495K	Sell	16,340 -928	-5%	-$26.2K	0.05%	154
2015 Q4	$519K	Buy	+17,268	New	+$527K	0.05%	144

Other funds holding VO

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

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Mariner Wealth Advisors (Cincinnati) held its Vanguard Mid-Cap ETF (VO) position steady in Q3 2018 at 13,236 shares worth $543K. The position accounts for 0.03% of the portfolio, ranked #189.

Mariner Wealth Advisors (Cincinnati) first reported a position in VO in Q4 2015 and has held it in 11 quarters since. The position peaked at $663K in Q2 2017. 769 funds tracked by Wall St. Rank hold VO as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 13,236 shares of Vanguard Mid-Cap ETF worth $543K as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) left its Vanguard Mid-Cap ETF share count unchanged in Q3 2018.
Vanguard Mid-Cap ETF made up 0.03% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #189 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Vanguard Mid-Cap ETF in Q4 2015 and has held it in 11 quarters since.
Mariner Wealth Advisors (Cincinnati)'s Vanguard Mid-Cap ETF position peaked at $663K in Q2 2017.
769 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2018.

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