VCIT — VANGUARD SCOTTSDALE FDS

Ownership history in Marion Wealth Management  ·  17 quarters on record

This page tracks every 13F SEC filing in which Marion Wealth Management reported a position in VANGUARD SCOTTSDALE FDS (VCIT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
13.8% (2022 Q1)
Avg. % of fund
8.28%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 394,360 +20,218 +5.4% 7.35% $33.1M $83.12
2025 Q3 ADDED 374,142 +4,240 +1.1% 7.46% $31.5M $82.18
2025 Q2 REDUCED 369,902 -293 -0.1% 7.68% $30.7M $80.05
2025 Q1 ADDED 370,195 +6,679 +1.8% 8.08% $30.3M $78.01
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VCIT price (monthly, adj. close)

Other funds also holding VCIT

As of 2025 Q4 — sorted by position size

AOZORA BANK, LTD. 3Y 7Y 79.7% Davidson Capital Management Inc. 3Y 16.42% FINANCIAL ADVISORY PARTNERS, LLC 15.11% Bishop & Co Investment Management, LLC 3Y 7Y 13.42% Dodds Wealth, LLC 13.38% Evergreen Advisors, LLC 3Y 7Y 11.92% Capital Advantage, Inc. 3Y 7Y 11.34% Newton One Investments LLC 3Y 11.16% NEPC LLC 10.87% CYPRESS FINANCIAL PLANNING LLC 3Y 10.24%
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