Mariner Wealth Advisors (Cincinnati)’s Vanguard Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$2.93M	Buy	19,577 +5,649	+41%	+$831K	0.16%	94
2018 Q2	$1.96M	Buy	13,928 +1,093	+9%	+$152K	0.12%	105
2018 Q1	$1.74M	Sell	12,835 -1,738	-12%	-$244K	0.11%	104
2017 Q4	$2M	Buy	14,573 +3,834	+36%	+$513K	0.12%	91
2017 Q3	$1.39M	Buy	10,739 +2,893	+37%	+$366K	0.09%	109
2017 Q2	$976K	Sell	7,846 -115	-1%	-$14.2K	0.07%	125
2017 Q1	$966K	Buy	7,961 +2,228	+39%	+$267K	0.07%	122
2016 Q4	$661K	Sell	5,733 -243	-4%	-$27.3K	0.05%	141
2016 Q3	$665K	Sell	5,976 -1,982	-25%	-$220K	0.06%	138
2016 Q2	$853K	Buy	7,958 +1,447	+22%	+$153K	0.08%	126
2016 Q1	$682K	Sell	6,511 -303	-4%	-$30K	0.07%	129
2015 Q4	$711K	Buy	+6,814	New	+$718K	0.07%	128

Other funds holding VTI

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

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

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

MFRM

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

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

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

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

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

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

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

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

Mariner Wealth Advisors (Cincinnati) increased its Vanguard Total Stock Market ETF (VTI) stake by 41% in Q3 2018, buying an estimated $831K and bringing the position to 19,577 shares worth $2.93M. The position accounts for 0.16% of the portfolio, ranked #94.

Mariner Wealth Advisors (Cincinnati) first reported a position in VTI in Q4 2015 and has held it in 12 quarters since. 1,142 funds tracked by Wall St. Rank hold VTI as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 19,577 shares of Vanguard Total Stock Market ETF worth $2.93M as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) bought 5,649 Vanguard Total Stock Market ETF shares in Q3 2018, an estimated $831K.
Vanguard Total Stock Market ETF made up 0.16% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #94 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Vanguard Total Stock Market ETF in Q4 2015 and has held it in 12 quarters since.
1,142 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2018.

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