VCLT β€” VANGUARD SCOTTSDALE FDS

Ownership history in Marion Wealth Management  Β·  9 quarters on record

AI Ownership Summary

Marion Wealth Management reported VANGUARD SCOTTSDALE FDS (VCLT) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.58% in 2023 Q4. The latest visible filing shows VCLT at 1.35% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VCLT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Marion Wealth Management's position in VANGUARD SCOTTSDALE FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VCLT was reported at 1.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.58% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Marion Wealth Management held VCLT β€” position size vs. price
% of Fund (quarterly)    VCLT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 79,278 +2,798 +3.7% 1.35% $6.1M 2026-02-14 (Est.) $76.95
2025 Q3 ADDED 76,480 +1,194 +1.6% 1.41% $5.9M 2025-10-10 $75.90
2025 Q2 ADDED 75,286 +802 +1.1% 1.43% $5.7M 2025-08-05 $73.81
2025 Q1 ADDED 74,484 +4,942 +7.1% 1.51% $5.7M 2025-04-08 $68.63
2024 Q4 ADDED 69,542 +2,616 +3.9% 1.38% $5.2M 2025-01-13 $68.59
2024 Q3 ADDED 66,926 +2,888 +4.5% 1.45% $5.4M 2024-10-07 $73.44
2024 Q2 ADDED 64,038 +1,483 +2.4% 1.43% $4.9M 2024-07-09 $70.09
2024 Q1 ADDED 62,555 +977 +1.6% 1.46% $4.9M 2024-04-08 $68.97
2023 Q4 INITIATED 61,578 β€” β€” 1.58% $4.9M 2024-01-10 $70.48

FAQ About Marion Wealth Management and VCLT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Marion Wealth Management reported owning VCLT?

Marion Wealth Management reported VCLT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VCLT position in Marion Wealth Management's portfolio?

The largest reported portfolio weight for VCLT was 1.58% in 2023 Q4.

What is the latest reported VCLT position on this page?

The most recent filing on this page is 2025 Q4, when Marion Wealth Management reported 79,278 shares, equal to 1.35% of portfolio, with an estimated market value of $6.1M.

What does the chart on this VCLT ownership page compare?

The chart compares Marion Wealth Management's quarterly VCLT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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