Mariner Wealth Advisors (Cincinnati)’s Vanguard Morningstar Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$614K	Buy	22,878 +1,200	+6%	+$31.4K	0.03%	171
2018 Q2	$541K	Hold	21,678	–	–	0.03%	179
2018 Q1	$513K	Sell	21,678 -5,658	-21%	-$138K	0.03%	184
2017 Q4	$641K	Buy	27,336 +1,344	+5%	+$30.9K	0.04%	154
2017 Q3	$575K	Buy	25,992 +5,958	+30%	+$130K	0.04%	154
2017 Q2	$424K	Buy	20,034 +714	+4%	+$15K	0.03%	184
2017 Q1	$392K	Buy	+19,320	New	+$381K	0.03%	193
2016 Q1	–	Sell	-19,326	Closed	-$343K	–	253
2015 Q4	$343K	Buy	+19,326	New	+$346K	0.03%	178

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) increased its Vanguard Morningstar Growth ETF (VUG) stake by 5.5% in Q3 2018, buying an estimated $31.4K and bringing the position to 22,878 shares worth $614K. The position accounts for 0.03% of the portfolio, ranked #171.

Mariner Wealth Advisors (Cincinnati) first reported a position in VUG in Q4 2015 and has held it in 8 quarters since. The position peaked at $641K in Q4 2017. 751 funds tracked by Wall St. Rank hold VUG as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 22,878 shares of Vanguard Morningstar Growth ETF worth $614K as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) bought 1,200 Vanguard Morningstar Growth ETF shares in Q3 2018, an estimated $31.4K.
Vanguard Morningstar Growth ETF made up 0.03% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #171 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Vanguard Morningstar Growth ETF in Q4 2015 and has held it in 8 quarters since.
Mariner Wealth Advisors (Cincinnati)'s Vanguard Morningstar Growth ETF position peaked at $641K in Q4 2017.
751 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2018.

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