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Mariner Wealth Advisors (Madison)’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Mariner Wealth Advisors (Madison)’s Portfolio VCIT Stock Details VCIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$11K Hold
130
– – ﹤0.01% 138
2013
Q2 		$11K Buy
+130
New +$11.3K ﹤0.01% 104

Other funds holding VCIT

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Wealth Advisors (Madison)'s VCIT Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) held its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) position steady in Q3 2013 at 130 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #138.

Mariner Wealth Advisors (Madison) first reported a position in VCIT in Q2 2013 and has held it in 2 quarters since. 147 funds tracked by Wall St. Rank hold VCIT as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 130 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $11K as of Q3 2013.
  • Mariner Wealth Advisors (Madison) left its Vanguard Intermediate-Term Corporate Bond ETF share count unchanged in Q3 2013.
  • Vanguard Intermediate-Term Corporate Bond ETF made up ﹤0.01% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #138 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2013 and has held it in 2 quarters since.
  • 147 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.