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Aries Wealth Management: VTV position timeline

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

Aries Wealth Management held 47,348 VTV 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 47,348 shares
    Change vs previous 13F +3,197 shares

    2.03% of the 13F portfolio, value $10,318,550.

    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 44,151 shares
    Change vs previous 13F +4,430 shares

    1.9% of the 13F portfolio, value $8,662,426.

    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 39,721 shares
    Change vs previous 13F +4,940 shares

    1.68% of the 13F portfolio, value $7,586,314.

    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 34,781 shares
    Change vs previous 13F +2,844 shares

    1.53% of the 13F portfolio, value $6,486,309.

    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 31,937 shares
    Change vs previous 13F -797 shares

    1.48% of the 13F portfolio, value $5,644,545.

    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 32,734 shares
    Change vs previous 13F +1,093 shares

    1.54% of the 13F portfolio, value $5,654,471.

    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 31,641 shares
    Change vs previous 13F +7,443 shares

    1.47% of the 13F portfolio, value $5,356,821.

    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 24,198 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $4,224,245.

    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).