Mariner Independent Advisor Network’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-11,185	Closed	-$854K	–	594
2022 Q2	$854K	Sell	11,185 -2,678	-19%	-$206K	0.04%	403
2022 Q1	$1.08M	Buy	13,863 +2,429	+21%	+$193K	0.04%	352
2021 Q4	$928K	Sell	11,434 -803	-7%	-$65.6K	0.04%	339
2021 Q3	$1.01M	Buy	12,237 +1,550	+15%	+$128K	0.05%	328
2021 Q2	$883K	Buy	+10,687	New	+$884K	0.04%	357
2021 Q1	–	Sell	-11,300	Closed	-$941K	–	458
2020 Q4	$941K	Buy	+11,300	New	+$937K	0.05%	290
2020 Q2	–	Sell	-12,966	Closed	-$1.02M	–	382
2020 Q1	$1.02M	Sell	12,966 -58,041	-82%	-$4.67M	0.09%	210
2019 Q4	$5.75M	Buy	71,007 +2,566	+4%	+$208K	0.41%	58
2019 Q3	$5.54M	Buy	68,441 +193	+0.3%	+$15.6K	0.42%	61
2019 Q2	$5.49M	Buy	68,248 +4,205	+7%	+$336K	0.41%	56
2019 Q1	$5.08M	Buy	64,043 +3,586	+6%	+$283K	0.43%	59
2018 Q4	$4.72M	Buy	+60,457	New	+$4.7M	0.42%	57
2018 Q2	–	Sell	-60,053	Closed	-$4.71M	–	303
2018 Q1	$4.71M	Buy	60,053 +2,773	+5%	+$218K	0.29%	77
2017 Q4	$4.54M	Buy	+57,280	New	+$4.57M	0.48%	47
2017 Q3	–	Sell	-46,266	Closed	-$3.7M	–	197
2017 Q2	$3.7M	Buy	+46,266	New	+$3.7M	0.53%	60
2016 Q4	–	Sell	-87,436	Closed	-$7.04M	–	205
2016 Q3	$7.04M	Buy	+87,436	New	+$7.05M	1%	26
2016 Q2	–	Sell	-34,511	Closed	-$2.75M	–	165
2016 Q1	$2.75M	Buy	34,511 +8,013	+30%	+$634K	0.88%	35
2015 Q4	$2.09M	Buy	+26,498	New	+$2.11M	1.4%	20

Other funds holding VCSH

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

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

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

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

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

Mariner Independent Advisor Network sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q3 2022, closing a stake of 11,185 shares — an estimated $854K sold.

Mariner Independent Advisor Network first reported a position in VCSH in Q4 2015 and held it in 18 quarters. The position peaked at $7.04M in Q3 2016. 1,234 funds tracked by Wall St. Rank hold VCSH as of Q3 2022.

Mariner Independent Advisor Network reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Mariner Independent Advisor Network sold 11,185 Vanguard Short-Term Corporate Bond ETF shares in Q3 2022, an estimated $854K.
Mariner Independent Advisor Network first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2015 and held it in 18 quarters.
Mariner Independent Advisor Network's Vanguard Short-Term Corporate Bond ETF position peaked at $7.04M in Q3 2016.
1,234 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2022.

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