Mariner Wealth Advisors (NYC)’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$154K	Buy	+4,640	New	+$146K	0.07%	75

Other funds holding VO

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

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

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

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

TCT

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Mariner Wealth Advisors (NYC) opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2015: 4,640 shares worth $154K. The stake represents 0.07% of the portfolio and ranks #75 among its holdings.

389 funds tracked by Wall St. Rank hold VO as of Q1 2015.

Mariner Wealth Advisors (NYC) held 4,640 shares of Vanguard Morningstar Mid-Cap ETF worth $154K as of Q1 2015.
Vanguard Morningstar Mid-Cap ETF was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
Vanguard Morningstar Mid-Cap ETF made up 0.07% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #75 holding.
389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2015.

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