Marion Wealth Management: Significant ETF Purchases & Sales Observed for Q2 2026
Marion Wealth Management's portfolio analysis shows notable buying activity, particularly in broad market funds like VANGUARD WORLD FUND (VGT) and specific stocks such as STARBUCKS CORP (SBUX), while selling some ETF positions.
As of June 30th, 2026, Marion Wealth Management has demonstrated active portfolio management during the second quarter. The firm's holdings show a mix of strategic additions and disposals across various fund types.
Prominent Purchases Observed
Marion Wealth Management significantly increased its position in several funds this quarter:
- VANGUARD WORLD FUND (VGT), a broad-market ETF, saw its share count increase by an extraordinary 676.57%, reflecting substantial new capital allocation.
- The firm also boosted holdings in the popular sector fund VANGUARD SCOTTSDALE FDS (VCIT) by +8.11% and the industry-specific ETF VANGUARD SCOTTSDALE FDS (VGIT) by +16.00%, indicating confidence in these sectors.
- A massive increase of 1,099.87% was recorded for the common stock STARBUCKS CORP (SBUX), suggesting a strong conviction towards this consumer cyclical company.
Notable Sales and Reallocations
In contrast, Marion sold or reduced positions in other funds:
- The managed fund INVESCO ACTVELY MNGD ETC FD (PDBC) experienced a -3.24% reduction in share count.
- There was also a significant decrease of -14.50% for the fund VANGUARD SCOTTSDALE FDS (VCSH).
The overall portfolio allocation remains diversified, with Technology and Consumer Cyclical sectors showing notable allocations. Marion's total holdings count stands at 152 stocks and funds as of the reporting date.