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Mariner Independent Advisor Network’s Vanguard Consumer Staples ETF VDC Stock Holding History

Mariner Independent Advisor Network’s Portfolio VDC Stock Details VDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$1.85M Sell
10,765
-214
-2% -$40.4K 0.08% 255
2022
Q2 		$2.04M Sell
10,979
-346
-3% -$66.9K 0.09% 243
2022
Q1 		$2.22M Buy
11,325
+354
+3% +$69K 0.09% 240
2021
Q4 		$2.19M Sell
10,971
-2,422
-18% -$456K 0.1% 208
2021
Q3 		$2.4M Sell
13,393
-50
-0.4% -$9.26K 0.12% 197
2021
Q2 		$2.45M Sell
13,443
-48
-0.4% -$8.77K 0.11% 207
2021
Q1 		$2.4M Sell
13,491
-706
-5% -$121K 0.13% 172
2020
Q4 		$2.47M Buy
+14,197
New +$2.41M 0.13% 171
2020
Q2 		– Sell
-29,697
Closed -$4.04M – 383
2020
Q1 		$4.04M Buy
29,697
+476
+2% +$73.4K 0.36% 74
2019
Q4 		$4.69M Buy
29,221
+490
+2% +$76.9K 0.34% 78
2019
Q3 		$4.49M Buy
28,731
+1,057
+4% +$162K 0.34% 76
2019
Q2 		$4.12M Buy
27,674
+357
+1% +$52.6K 0.31% 86
2019
Q1 		$3.96M Buy
27,317
+332
+1% +$46.1K 0.33% 77
2018
Q4 		$3.57M Sell
26,985
-1,924
-7% -$270K 0.32% 78
2018
Q3 		$4.03M Buy
28,909
+15,450
+115% +$2.16M 0.5% 49
2018
Q2 		$1.81M Sell
13,459
-12,884
-49% -$1.7M 0.32% 67
2018
Q1 		$3.58M Buy
26,343
+428
+2% +$60.7K 0.22% 98
2017
Q4 		$3.77M Buy
25,915
+12,440
+92% +$1.75M 0.39% 67
2017
Q3 		$1.87M Sell
13,475
-25,971
-66% -$3.66M 0.3% 71
2017
Q2 		$5.56M Buy
+39,446
New +$5.64M 0.8% 33
2017
Q1 		– Sell
-14,971
Closed -$2.01M – 349
2016
Q4 		$2.01M Sell
14,971
-1,265
-8% -$169K 0.33% 73
2016
Q3 		$2.22M Sell
16,236
-470
-3% -$65.8K 0.32% 77
2016
Q2 		$2.36M Sell
16,706
-6,199
-27% -$843K 0.45% 61
2016
Q1 		$3.1M Buy
22,905
+200
+0.9% +$25.9K 0.99% 32
2015
Q4 		$2.93M Buy
22,705
+2,200
+11% +$281K 1.97% 14
2015
Q3 		$2.49M Buy
20,505
+7,154
+54% +$907K 0.95% 30
2015
Q2 		$1.67M Sell
13,351
-1,169
-8% -$149K 0.82% 40
2015
Q1 		$1.84M Buy
14,520
+1,445
+11% +$183K 1.03% 32
2014
Q4 		$1.64M Buy
13,075
+2,158
+20% +$265K 0.76% 31
2014
Q3 		$1.28M Buy
10,917
+1,077
+11% +$125K 0.67% 30
2014
Q2 		$1.14M Buy
+9,840
New +$1.12M 0.56% 42

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Mariner Independent Advisor Network reduced its Vanguard Consumer Staples ETF (VDC) stake by 1.9% in Q3 2022, selling an estimated $40.4K and leaving 10,765 shares worth $1.85M. The position accounts for 0.08% of the portfolio, ranked #255.

Mariner Independent Advisor Network first reported a position in VDC in Q2 2014 and has held it in 31 quarters since. The position peaked at $5.56M in Q2 2017. 486 funds tracked by Wall St. Rank hold VDC as of Q3 2022.

  • Mariner Independent Advisor Network held 10,765 shares of Vanguard Consumer Staples ETF worth $1.85M as of Q3 2022.
  • Mariner Independent Advisor Network sold 214 Vanguard Consumer Staples ETF shares in Q3 2022, an estimated $40.4K.
  • Vanguard Consumer Staples ETF made up 0.08% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #255 holding.
  • Mariner Independent Advisor Network first reported a position in Vanguard Consumer Staples ETF in Q2 2014 and has held it in 31 quarters since.
  • Mariner Independent Advisor Network's Vanguard Consumer Staples ETF position peaked at $5.56M in Q2 2017.
  • 486 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2022.

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