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Disclosery

Marion Wealth Management: VUG position timeline

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

Marion Wealth Management held 15,846 VUG 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 15,846 shares
    Change vs previous 13F +13,137 shares

    0.28% of the 13F portfolio, value $1,364,974.

    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 2,709 shares
    Change vs previous 13F -24 shares

    0.26% of the 13F portfolio, value $1,183,264.

    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 2,733 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $1,321,406.

    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 2,733 shares
    Change vs previous 13F -23 shares

    0.31% of the 13F portfolio, value $1,310,774.

    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 2,756 shares
    Change vs previous 13F +42 shares

    0.3% of the 13F portfolio, value $1,208,230.

    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 2,714 shares
    Change vs previous 13F -202 shares

    0.27% of the 13F portfolio, value $1,006,405.

    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 2,916 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $1,196,843.

    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 2,916 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,119,540.

    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).