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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Marathon Capital Management's VIG Position: Q1 2026 in Review

Marathon Capital Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2026 at 1,144 shares worth $246K. The position accounts for 0.06% of the portfolio, ranked #147.

Marathon Capital Management first reported a position in VIG in Q4 2021 and has held it in 9 quarters since. The position peaked at $252K in Q3 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Marathon Capital Management held 1,144 shares of Vanguard Dividend Appreciation ETF worth $246K as of Q1 2026.
Marathon Capital Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2026.
Vanguard Dividend Appreciation ETF made up 0.06% of Marathon Capital Management's portfolio in Q1 2026, its #147 holding.
Marathon Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 9 quarters since.
Marathon Capital Management's Vanguard Dividend Appreciation ETF position peaked at $252K in Q3 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Marathon Capital Management's 13F filing for Q1 2026, filed 14 May 2026.