Aries Wealth Management VB holdings history
VANGUARD MOST SM-CAP ETF-USD · CUSIP 922908751 · CIK 1729515
As of 2026-06-30, Aries Wealth Management reported 66.64K VB (shares), valued at $20.20M, or 3.97% of its reported non-derivative portfolio. Filed 2026-07-24.
Verify history & sources →Shares increased 1.70%; reported value increased 17.70%, and weight changed +0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 3.97% | 66,637 | SEC filing ↗Filed Jul 24, 2026 |
| Q1 2026 | 3.77% | 65,524 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 3.31% | 58,035 | SEC filing ↗Filed Jan 30, 2026 |
| Q3 2025 | 3.14% | 52,145 | SEC filing ↗Filed Nov 10, 2025 |
| Q2 2025 | 3.11% | 50,278 | SEC filing ↗Filed Jul 28, 2025 |
| Q1 2025 | 2.89% | 47,995 | SEC filing ↗Filed Apr 17, 2025 |
| Q4 2024 | 3.15% | 47,674 | SEC filing ↗Filed Jan 30, 2025 |
| Q3 2024 | 3.08% | 47,283 | SEC filing ↗Filed Oct 31, 2024 |
| Q2 2024 | 3.26% | 47,378 | SEC filing ↗Filed Jul 25, 2024 |
| Q1 2024 | 3.36% | 45,667 | SEC filing ↗Filed May 3, 2024 |
| Q4 2023 | 3.39% | 44,515 | SEC filing ↗Filed Jan 10, 2024 |
| Q3 2023 | 3.01% | 41,075 | SEC filing ↗Filed Oct 19, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 3.01% | 41,075 | $7.69M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 19, 2023 |
| Q4 2023 | 3.39% | 44,515 | $9.50M | Shares increased 8.37%; reported value increased 23.48%, and weight changed +0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 10, 2024 |
| Q1 2024 | 3.36% | 45,667 | $10.44M | Shares increased 2.59%; reported value increased 9.93%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 3, 2024 |
| Q2 2024 | 3.26% | 47,378 | $10.33M | Shares increased 3.75%; reported value decreased 1.04%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 25, 2024 |
| Q3 2024 | 3.08% | 47,283 | $11.22M | Shares decreased 0.20%; reported value increased 8.57%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 31, 2024 |
| Q4 2024 | 3.15% | 47,674 | $11.46M | Shares increased 0.83%; reported value increased 2.13%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2025 |
| Q1 2025 | 2.89% | 47,995 | $10.64M | Shares increased 0.67%; reported value decreased 7.09%, and weight changed -0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 17, 2025 |
| Q2 2025 | 3.11% | 50,278 | $11.91M | Shares increased 4.76%; reported value increased 11.95%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 28, 2025 |
| Q3 2025 | 3.14% | 52,145 | $13.26M | Shares increased 3.71%; reported value increased 11.28%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 10, 2025 |
| Q4 2025 | 3.31% | 58,035 | $14.97M | Shares increased 11.30%; reported value increased 12.90%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2026 |
| Q1 2026 | 3.77% | 65,524 | $17.16M | Shares increased 12.90%; reported value increased 14.64%, and weight changed +0.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 3.97% | 66,637 | $20.20M | Shares increased 1.70%; reported value increased 17.70%, and weight changed +0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2026 |
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