Mariner Wealth Advisors (Cincinnati)’s Vanguard Total World Stock ETF VT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$3.92M	Buy	51,681 +6,540	+14%	+$492K	0.22%	81
2018 Q2	$3.31M	Buy	45,141 +7,830	+21%	+$584K	0.2%	82
2018 Q1	$2.75M	Buy	37,311 +6,018	+19%	+$456K	0.17%	84
2017 Q4	$2.32M	Buy	31,293 +2,326	+8%	+$169K	0.14%	86
2017 Q3	$2.05M	Buy	28,967 +1,857	+7%	+$129K	0.13%	95
2017 Q2	$1.83M	Buy	27,110 +3,273	+14%	+$219K	0.13%	99
2017 Q1	$1.55M	Buy	23,837 +4,373	+22%	+$280K	0.11%	101
2016 Q4	$1.19M	Buy	19,464 +4,794	+33%	+$290K	0.09%	111
2016 Q3	$893K	Buy	14,670 +2,945	+25%	+$178K	0.08%	123
2016 Q2	$681K	Buy	11,725 +2,210	+23%	+$128K	0.06%	137
2016 Q1	$549K	Buy	9,515 +2,570	+37%	+$140K	0.05%	143
2015 Q4	$400K	Buy	+6,945	New	+$407K	0.04%	168

Other funds holding VT

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

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UOT

University of Tennessee Knoxville, Tennessee $38.1M AUM 12.23% 1-Year Est. Return

Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) increased its Vanguard Total World Stock ETF (VT) stake by 14% in Q3 2018, buying an estimated $492K and bringing the position to 51,681 shares worth $3.92M. The position accounts for 0.22% of the portfolio, ranked #81.

Mariner Wealth Advisors (Cincinnati) first reported a position in VT in Q4 2015 and has held it in 12 quarters since. 378 funds tracked by Wall St. Rank hold VT as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 51,681 shares of Vanguard Total World Stock ETF worth $3.92M as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) bought 6,540 Vanguard Total World Stock ETF shares in Q3 2018, an estimated $492K.
Vanguard Total World Stock ETF made up 0.22% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #81 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Vanguard Total World Stock ETF in Q4 2015 and has held it in 12 quarters since.
378 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2018.

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