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Mariner Wealth Advisors (Cincinnati)’s Vanguard Morningstar Value ETF VTV Stock Holding History

Mariner Wealth Advisors (Cincinnati)’s Portfolio VTV Stock Details VTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$233K Buy
2,102
+54
+3% +$5.9K 0.01% 269
2018
Q2 		$213K Sell
2,048
-54
-3% -$5.65K 0.01% 284
2018
Q1 		$217K Buy
+2,102
New +$226K 0.01% 266

Other funds holding VTV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) increased its Vanguard Morningstar Value ETF (VTV) stake by 2.6% in Q3 2018, buying an estimated $5.9K and bringing the position to 2,102 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #269.

Mariner Wealth Advisors (Cincinnati) first reported a position in VTV in Q1 2018 and has held it in 3 quarters since. 739 funds tracked by Wall St. Rank hold VTV as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 2,102 shares of Vanguard Morningstar Value ETF worth $233K as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) bought 54 Vanguard Morningstar Value ETF shares in Q3 2018, an estimated $5.9K.
  • Vanguard Morningstar Value ETF made up 0.01% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #269 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Vanguard Morningstar Value ETF in Q1 2018 and has held it in 3 quarters since.
  • 739 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2018.

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