Mariner Wealth Advisors (Madison)’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Mariner Wealth Advisors (Madison)’s Portfolio VSS Stock Details VSS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	$17.1M	Sell	172,019 -2,157	-1%	-$206K	6.88%	4
2013 Q2	$15.5M	Buy	+174,176	New	+$16.4M	6.91%	4

Other funds holding VSS

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return