Marathon Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Marathon Wealth Advisors’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	$1.66M	Buy	7,012 +449	+7%	+$103K	0.57%	47
2026 Q1	$1.41M	Buy	6,563 +887	+16%	+$198K	0.58%	50
2025 Q4	$1.25M	Buy	+5,676	New	+$1.24M	0.5%	53

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 Wealth Advisors's VIG Position: Q2 2026 in Review

Marathon Wealth Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 6.8% in Q2 2026, buying an estimated $103K and bringing the position to 7,012 shares worth $1.66M. The position accounts for 0.57% of the portfolio, ranked #47.

Marathon Wealth Advisors first reported a position in VIG in Q4 2025 and has held it in 3 quarters since. 2,603 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Marathon Wealth Advisors held 7,012 shares of Vanguard Dividend Appreciation ETF worth $1.66M as of Q2 2026.
Marathon Wealth Advisors bought 449 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $103K.
Vanguard Dividend Appreciation ETF made up 0.57% of Marathon Wealth Advisors's portfolio in Q2 2026, its #47 holding.
Marathon Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and has held it in 3 quarters since.
2,603 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Marathon Wealth Advisors's 13F filing for Q2 2026, filed 11 Sep 2026.