Mariner Independent Advisor Network’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$3.12M	Buy	13,273 +1,686	+15%	+$436K	0.13%	168
2022 Q2	$2.78M	Buy	+11,587	New	+$3.03M	0.12%	184
2020 Q2	–	Sell	-13,013	Closed	-$1.81M	–	381
2020 Q1	$1.81M	Buy	13,013 +1,369	+12%	+$245K	0.16%	140
2019 Q4	$2.21M	Buy	11,644 +717	+7%	+$131K	0.16%	141
2019 Q3	$1.95M	Sell	10,927 -438	-4%	-$79.1K	0.15%	161
2019 Q2	$2.05M	Sell	11,365 -15,245	-57%	-$2.69M	0.15%	147
2019 Q1	$4.64M	Sell	26,610 -2,399	-8%	-$396K	0.39%	68
2018 Q4	$4.64M	Sell	29,009 -4,879	-14%	-$791K	0.41%	60
2018 Q3	$6.12M	Buy	+33,888	New	+$5.98M	0.77%	32
2018 Q2	–	Sell	-14,066	Closed	-$2.23M	–	302
2018 Q1	$2.23M	Buy	14,066 +737	+6%	+$121K	0.14%	129
2017 Q4	$2.14M	Buy	+13,329	New	+$1.99M	0.22%	105
2017 Q3	–	Sell	-21,444	Closed	-$3.04M	–	196
2017 Q2	$3.04M	Buy	+21,444	New	+$3.03M	0.44%	69

Other funds holding VCR

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

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

Mariner Independent Advisor Network increased its Vanguard Consumer Discretionary ETF (VCR) stake by 15% in Q3 2022, buying an estimated $436K and bringing the position to 13,273 shares worth $3.12M. The position accounts for 0.13% of the portfolio, ranked #168.

Mariner Independent Advisor Network first reported a position in VCR in Q2 2017 and has held it in 12 quarters since. The position peaked at $6.12M in Q3 2018. 364 funds tracked by Wall St. Rank hold VCR as of Q3 2022.

Mariner Independent Advisor Network held 13,273 shares of Vanguard Consumer Discretionary ETF worth $3.12M as of Q3 2022.
Mariner Independent Advisor Network bought 1,686 Vanguard Consumer Discretionary ETF shares in Q3 2022, an estimated $436K.
Vanguard Consumer Discretionary ETF made up 0.13% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #168 holding.
Mariner Independent Advisor Network first reported a position in Vanguard Consumer Discretionary ETF in Q2 2017 and has held it in 12 quarters since.
Mariner Independent Advisor Network's Vanguard Consumer Discretionary ETF position peaked at $6.12M in Q3 2018.
364 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2022.

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