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Disclosery

Marion Wealth Management: VGIT position timeline

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

Marion Wealth Management held 203,139 VGIT 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 203,139 shares
    Change vs previous 13F +28,025 shares

    2.44% of the 13F portfolio, value $11,981,160.

    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 175,114 shares
    Change vs previous 13F +69,444 shares

    2.31% of the 13F portfolio, value $10,428,033.

    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 105,670 shares
    Change vs previous 13F +5,048 shares

    1.4% of the 13F portfolio, value $6,317,994.

    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 100,622 shares
    Change vs previous 13F +1,637 shares

    1.43% of the 13F portfolio, value $6,040,356.

    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 98,985 shares
    Change vs previous 13F +1,382 shares

    1.48% of the 13F portfolio, value $5,920,317.

    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 97,603 shares
    Change vs previous 13F +8,212 shares

    1.55% of the 13F portfolio, value $5,797,589.

    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 89,391 shares
    Change vs previous 13F +3,583 shares

    1.37% of the 13F portfolio, value $5,184,702.

    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 85,808 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $5,184,532.

    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).