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Aries Wealth Management: VUG position timeline

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

Aries Wealth Management held 260,784 VUG 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 260,784 shares
    Change vs previous 13F +218,607 shares

    4.41% of the 13F portfolio, value $22,463,934.

    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 42,177 shares
    Change vs previous 13F +1,686 shares

    4.05% of the 13F portfolio, value $18,422,492.

    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 40,491 shares
    Change vs previous 13F +2,474 shares

    4.37% of the 13F portfolio, value $19,753,939.

    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 38,017 shares
    Change vs previous 13F +39 shares

    4.31% of the 13F portfolio, value $18,233,333.

    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 37,978 shares
    Change vs previous 13F +503 shares

    4.35% of the 13F portfolio, value $16,649,555.

    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 37,475 shares
    Change vs previous 13F +389 shares

    3.77% of the 13F portfolio, value $13,896,480.

    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 37,086 shares
    Change vs previous 13F +1,193 shares

    4.19% of the 13F portfolio, value $15,221,578.

    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 35,893 shares
    Change vs previous 13F not available

    3.79% of the 13F portfolio, value $13,780,399.

    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).