Mariner Independent Advisor Network’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Mariner Independent Advisor Network’s Portfolio VCIT Stock Details VCIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$1.02M	Sell	13,472 -11,462	-46%	-$918K	0.04%	359
2022 Q2	$2M	Buy	24,934 +8,945	+56%	+$730K	0.08%	251
2022 Q1	$1.37M	Sell	15,989 -1,442	-8%	-$128K	0.05%	319
2021 Q4	$1.61M	Sell	17,431 -2,630	-13%	-$246K	0.08%	261
2021 Q3	$1.89M	Buy	20,061 +539	+3%	+$51.5K	0.09%	234
2021 Q2	$1.85M	Buy	19,522 +3,645	+23%	+$343K	0.08%	248
2021 Q1	$1.48M	Buy	15,877 +673	+4%	+$63.9K	0.08%	257
2020 Q4	$1.48M	Buy	+15,204	New	+$1.46M	0.08%	245
2020 Q2	–	Sell	-11,351	Closed	-$982K	–	380
2020 Q1	$982K	Sell	11,351 -1,929	-15%	-$175K	0.09%	216
2019 Q4	$1.21M	Buy	13,280 +2,248	+20%	+$205K	0.09%	231
2019 Q3	$1.01M	Sell	11,032 -1,114	-9%	-$101K	0.08%	247
2019 Q2	$1.09M	Buy	12,146 +2,075	+21%	+$181K	0.08%	225
2019 Q1	$869K	Buy	+10,071	New	+$854K	0.07%	244
2018 Q4	–	Sell	-14,389	Closed	-$1.19M	–	372
2018 Q3	$1.19M	Buy	+14,389	New	+$1.21M	0.15%	136
2016 Q2	–	Sell	-28,223	Closed	-$2.44M	–	164
2016 Q1	$2.44M	Buy	28,223 +1,408	+5%	+$119K	0.78%	41
2015 Q4	$2.25M	Buy	+26,815	New	+$2.28M	1.51%	18

Other funds holding VCIT

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mariner Independent Advisor Network's VCIT Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 46% in Q3 2022, selling an estimated $918K and leaving 13,472 shares worth $1.02M. The position accounts for 0.04% of the portfolio, ranked #359.

Mariner Independent Advisor Network first reported a position in VCIT in Q4 2015 and has held it in 16 quarters since. The position peaked at $2.44M in Q1 2016. 852 funds tracked by Wall St. Rank hold VCIT as of Q3 2022.

Mariner Independent Advisor Network held 13,472 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $1.02M as of Q3 2022.
Mariner Independent Advisor Network sold 11,462 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2022, an estimated $918K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.04% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #359 holding.
Mariner Independent Advisor Network first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2015 and has held it in 16 quarters since.
Mariner Independent Advisor Network's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $2.44M in Q1 2016.
852 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.