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Mariner Wealth Advisors (Madison)’s Vanguard Real Estate ETF VNQ Stock Holding History

Mariner Wealth Advisors (Madison)’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$31.6M Buy
477,626
+14,465
+3% +$983K 12.72% 1
2013
Q2 		$31.8M Buy
+463,161
New +$33.6M 14.15% 1

Other funds holding VNQ

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Mariner Wealth Advisors (Madison) increased its Vanguard Real Estate ETF (VNQ) stake by 3.1% in Q3 2013, buying an estimated $983K and bringing the position to 477,626 shares worth $31.6M. The position accounts for 12.72% of the portfolio, ranked #1.

Mariner Wealth Advisors (Madison) first reported a position in VNQ in Q2 2013 and has held it in 2 quarters since. The position peaked at $31.8M in Q2 2013. 478 funds tracked by Wall St. Rank hold VNQ as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 477,626 shares of Vanguard Real Estate ETF worth $31.6M as of Q3 2013.
  • Mariner Wealth Advisors (Madison) bought 14,465 Vanguard Real Estate ETF shares in Q3 2013, an estimated $983K.
  • Vanguard Real Estate ETF made up 12.72% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #1 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in Vanguard Real Estate ETF in Q2 2013 and has held it in 2 quarters since.
  • Mariner Wealth Advisors (Madison)'s Vanguard Real Estate ETF position peaked at $31.8M in Q2 2013.
  • 478 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2013.

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