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Disclosery

Marion Wealth Management: VCIT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Marion Wealth Management on VCIT, newest first. How the timeline and the estimate are built.

Marion Wealth Management held 522,764 VCIT shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 522,764 shares
    Change vs previous 13F +39,237 shares

    8.81% of the 13F portfolio, value $43,206,411.

    13F-HR 0001911097-26-000003 filed by Marion Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 483,527 shares
    Change vs previous 13F +89,167 shares

    8.88% of the 13F portfolio, value $40,011,860.

    13F-HR 0001911097-26-000002 filed by Marion Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 394,360 shares
    Change vs previous 13F +20,218 shares

    7.35% of the 13F portfolio, value $33,082,877.

    13F-HR 0001911097-26-000001 filed by Marion Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 374,142 shares
    Change vs previous 13F +4,240 shares

    7.46% of the 13F portfolio, value $31,469,062.

    13F-HR 0001911097-25-000006 filed by Marion Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 369,902 shares
    Change vs previous 13F -293 shares

    7.68% of the 13F portfolio, value $30,672,272.

    13F-HR 0001911097-25-000004 filed by Marion Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 370,195 shares
    Change vs previous 13F +6,679 shares

    8.08% of the 13F portfolio, value $30,267,128.

    13F-HR 0001911097-25-000002 filed by Marion Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 363,516 shares
    Change vs previous 13F +12,157 shares

    7.74% of the 13F portfolio, value $29,179,410.

    13F-HR 0001911097-25-000001 filed by Marion Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 351,359 shares
    Change vs previous 13F not available

    7.85% of the 13F portfolio, value $29,426,286.

    13F-HR 0001911097-24-000005 filed by Marion Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).