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Aries Wealth Management: VTI position timeline

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

Aries Wealth Management held 20,037 VTI 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 20,037 shares
    Change vs previous 13F -59 shares

    1.46% of the 13F portfolio, value $7,414,491.

    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 20,096 shares
    Change vs previous 13F +1,356 shares

    1.42% of the 13F portfolio, value $6,446,998.

    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 18,740 shares
    Change vs previous 13F +4,626 shares

    1.39% of the 13F portfolio, value $6,282,960.

    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 14,114 shares
    Change vs previous 13F +75 shares

    1.1% of the 13F portfolio, value $4,631,791.

    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 14,039 shares
    Change vs previous 13F +3,054 shares

    1.12% of the 13F portfolio, value $4,266,873.

    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 10,985 shares
    Change vs previous 13F -412 shares

    0.82% of the 13F portfolio, value $3,019,117.

    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 11,397 shares
    Change vs previous 13F +709 shares

    0.91% of the 13F portfolio, value $3,302,965.

    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 10,688 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $3,026,414.

    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).