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Aries Wealth Management: VCIT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aries Wealth Management on VCIT, newest first. How the timeline and the estimate are built.

Aries Wealth Management held 53,050 VCIT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,050 shares
    Change vs previous 13F +5,843 shares

    0.86% of the 13F portfolio, value $4,384,583.

    13F-HR 0001172661-26-002775 filed by Aries Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 47,207 shares
    Change vs previous 13F -207 shares

    0.86% of the 13F portfolio, value $3,906,379.

    13F-HR 0001172661-26-001991 filed by Aries Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 47,414 shares
    Change vs previous 13F +12,279 shares

    0.88% of the 13F portfolio, value $3,970,923.

    13F-HR 0001172661-26-000402 filed by Aries Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 35,135 shares
    Change vs previous 13F +24 shares

    0.7% of the 13F portfolio, value $2,955,205.

    13F-HR 0001172661-25-004662 filed by Aries Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 35,111 shares
    Change vs previous 13F -3,328 shares

    0.76% of the 13F portfolio, value $2,911,404.

    13F-HR 0001085146-25-004192 filed by Aries Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 38,439 shares
    Change vs previous 13F +2,363 shares

    0.85% of the 13F portfolio, value $3,142,773.

    13F-HR 0001085146-25-002137 filed by Aries Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 36,076 shares
    Change vs previous 13F +4,014 shares

    0.8% of the 13F portfolio, value $2,895,821.

    13F-HR 0001085146-25-000630 filed by Aries Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 32,062 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $2,685,193.

    13F-HR 0001085146-24-005257 filed by Aries Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).