Mariner

Mariner’s Vanguard Consumer Staples ETF VDC Stock Holding History

Mariner’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
2026 Q1	$7.7M	Buy	34,294 +2,282	+7%	+$523K	0.01%	861
2025 Q4	$6.76M	Buy	32,012 +344	+1%	+$73.2K	0.01%	872
2025 Q3	$6.77M	Buy	31,668 +2,587	+9%	+$567K	0.01%	789
2025 Q2	$6.37M	Buy	29,081 +601	+2%	+$132K	0.01%	770
2025 Q1	$6.23M	Buy	28,480 +3,063	+12%	+$662K	0.01%	734
2024 Q4	$5.37M	Sell	25,417 -95	-0.4%	-$20.6K	0.01%	775
2024 Q3	$5.57M	Sell	25,512 -797	-3%	-$169K	0.01%	742
2024 Q2	$5.34M	Buy	26,309 +92	+0.4%	+$18.7K	0.01%	701
2024 Q1	$5.35M	Sell	26,217 -1,279	-5%	-$251K	0.01%	701
2023 Q4	$5.25M	Sell	27,496 -645	-2%	-$118K	0.01%	666
2023 Q3	$5.14M	Buy	28,141 +8,506	+43%	+$1.64M	0.01%	634
2023 Q2	$3.82M	Sell	19,635 -836	-4%	-$163K	0.01%	737
2023 Q1	$3.96M	Sell	20,471 -24	-0.1%	-$4.55K	0.01%	707
2022 Q4	$3.93M	Buy	20,495 +8,875	+76%	+$1.67M	0.01%	690
2022 Q3	$2M	Buy	+11,620	New	+$2.19M	0.01%	772
2016 Q4	–	Sell	-1,246	Closed	-$171K	–	788
2016 Q3	$171K	Buy	+1,246	New	+$174K	0.01%	567

Other funds holding VDC

Bank of America

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return