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Mariner Wealth Advisors (Madison)’s Vanguard Information Technology ETF VGT Stock Holding History

Mariner Wealth Advisors (Madison)’s Portfolio VGT Stock Details VGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$681K Buy
67,472
+4,712
+8% +$46.3K 0.27% 36
2013
Q2 		$580K Buy
+62,760
New +$581K 0.26% 36

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BOS
Bingham Osborn & Scarborough San Francisco, California $1.42B AUM 27.88% 1-Year Est. Return

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

Mariner Wealth Advisors (Madison) increased its Vanguard Information Technology ETF (VGT) stake by 7.5% in Q3 2013, buying an estimated $46.3K and bringing the position to 67,472 shares worth $681K. The position accounts for 0.27% of the portfolio, ranked #36.

Mariner Wealth Advisors (Madison) first reported a position in VGT in Q2 2013 and has held it in 2 quarters since. 172 funds tracked by Wall St. Rank hold VGT as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 67,472 shares of Vanguard Information Technology ETF worth $681K as of Q3 2013.
  • Mariner Wealth Advisors (Madison) bought 4,712 Vanguard Information Technology ETF shares in Q3 2013, an estimated $46.3K.
  • Vanguard Information Technology ETF made up 0.27% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #36 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in Vanguard Information Technology ETF in Q2 2013 and has held it in 2 quarters since.
  • 172 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2013.

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