Mariner Wealth Advisors (NYC)’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Mariner Wealth Advisors (NYC)’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$70K	Buy	+640	New	+$68K	0.03%	125

Other funds holding VBR

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

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

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

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

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lourd Capital Beverly Hills, California $1.08B AUM 8.79% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Mariner Wealth Advisors (NYC)'s VBR Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q1 2015: 640 shares worth $70K. The stake represents 0.03% of the portfolio and ranks #125 among its holdings.

296 funds tracked by Wall St. Rank hold VBR as of Q1 2015.

Mariner Wealth Advisors (NYC) held 640 shares of Vanguard Morningstar Small-Cap Value ETF worth $70K as of Q1 2015.
Vanguard Morningstar Small-Cap Value ETF was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
Vanguard Morningstar Small-Cap Value ETF made up 0.03% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #125 holding.
296 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.