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MIAN
Mariner Independent Advisor Network’s
Vanguard Short-Term Treasury ETF
VGSH
Stock Holding History
Mariner Independent Advisor Network’s Portfolio
VGSH Stock Details
VGSH Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q3
$6.57M
Sell
113,601
-11,161
-9%
-$653K
0.28%
81
2022
Q2
$7.33M
Sell
124,762
-38,356
-24%
-$2.26M
0.31%
80
2022
Q1
$9.7M
Sell
163,118
-19,664
-11%
-$1.18M
0.37%
63
2021
Q4
$11.1M
Sell
182,782
-3,274
-2%
-$200K
0.52%
39
2021
Q3
$11.4M
Buy
186,056
+45,035
+32%
+$2.77M
0.56%
35
2021
Q2
$8.66M
Buy
141,021
+121,170
+610%
+$7.45M
0.39%
56
2021
Q1
$1.22M
Sell
19,851
-21,719
-52%
-$1.34M
0.06%
275
2020
Q4
$2.56M
Sell
41,570
-12,845
-24%
-$796K
0.14%
168
2020
Q3
$3.38M
Buy
54,415
+4,949
+10%
+$307K
0.28%
89
2020
Q2
$3.07M
Buy
49,466
+31,090
+169%
+$1.93M
0.28%
88
2020
Q1
$1.14M
Buy
18,376
+205
+1%
+$12.6K
0.1%
191
2019
Q4
$1.1M
Buy
18,171
+2,369
+15%
+$144K
0.08%
239
2019
Q3
$963K
Buy
15,802
+2,919
+23%
+$178K
0.07%
251
2019
Q2
$783K
Buy
12,883
+452
+4%
+$27.4K
0.06%
264
2019
Q1
$748K
Buy
12,431
+740
+6%
+$44.5K
0.06%
259
2018
Q4
$702K
Buy
+11,691
New
+$698K
0.06%
260
2016
Q4
–
Sell
-57,538
Closed
-$3.52M
–
206
2016
Q3
$3.52M
Buy
+57,538
New
+$3.52M
0.5%
59
2016
Q1
–
Sell
-35,085
Closed
-$2.13M
–
132
2015
Q4
$2.13M
Buy
+35,085
New
+$2.14M
1.43%
19
Other funds holding VGSH
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
OWM
Orgel Wealth Management
Altoona, Wisconsin
$5.27B AUM
16.18%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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