Marathon Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Marathon Capital Management’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$271K	Hold	1,144	–	–	0.05%	151
2026 Q1	$246K	Hold	1,144	–	–	0.06%	147
2025 Q4	$251K	Sell	1,144 -25	-2%	-$5.46K	0.05%	142
2025 Q3	$252K	Hold	1,169	–	–	0.06%	133
2025 Q2	$239K	Hold	1,169	–	–	0.06%	135
2025 Q1	$227K	Hold	1,169	–	–	0.06%	135
2024 Q4	$229K	Hold	1,169	–	–	0.06%	136
2024 Q3	$232K	Buy	+1,169	New	+$223K	0.06%	135
2024 Q1	–	Sell	-1,219	Closed	-$208K	–	163
2023 Q4	$208K	Buy	+1,219	New	+$196K	0.05%	135
2022 Q1	–	Sell	-1,275	Closed	-$219K	–	165
2021 Q4	$219K	Buy	+1,275	New	+$210K	0.05%	155

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Marathon Capital Management's VIG Position: Q2 2026 in Review

Marathon Capital Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 1,144 shares worth $271K. The position accounts for 0.05% of the portfolio, ranked #151.

Marathon Capital Management first reported a position in VIG in Q4 2021 and has held it in 10 quarters since. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Marathon Capital Management held 1,144 shares of Vanguard Dividend Appreciation ETF worth $271K as of Q2 2026.
Marathon Capital Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.05% of Marathon Capital Management's portfolio in Q2 2026, its #151 holding.
Marathon Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 10 quarters since.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Marathon Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.