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

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 $1.81T AUM 41.13% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Mariner Independent Advisor Network reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 8.9% in Q3 2022, selling an estimated $653K and leaving 113,601 shares worth $6.57M. The position accounts for 0.28% of the portfolio, ranked #81.

Mariner Independent Advisor Network first reported a position in VGSH in Q4 2015 and has held it in 18 quarters since. The position peaked at $11.4M in Q3 2021. 657 funds tracked by Wall St. Rank hold VGSH as of Q3 2022.

Mariner Independent Advisor Network held 113,601 shares of Vanguard Short-Term Treasury ETF worth $6.57M as of Q3 2022.
Mariner Independent Advisor Network sold 11,161 Vanguard Short-Term Treasury ETF shares in Q3 2022, an estimated $653K.
Vanguard Short-Term Treasury ETF made up 0.28% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #81 holding.
Mariner Independent Advisor Network first reported a position in Vanguard Short-Term Treasury ETF in Q4 2015 and has held it in 18 quarters since.
Mariner Independent Advisor Network's Vanguard Short-Term Treasury ETF position peaked at $11.4M in Q3 2021.
657 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2022.

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