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Aries Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Aries Wealth Management’s Portfolio VGIT Stock Details VGIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$410K Hold
6,956
– – 0.08% 169
2026
Q1 		$414K Hold
6,956
– – 0.09% 164
2025
Q4 		$417K Sell
6,956
-149
-2% -$8.96K 0.09% 160
2025
Q3 		$427K Hold
7,105
– – 0.1% 156
2025
Q2 		$425K Sell
7,105
-6,837
-49% -$405K 0.11% 154
2025
Q1 		$828K Sell
13,942
-884
-6% -$51.7K 0.22% 98
2024
Q4 		$860K Buy
14,826
+19
+0.1% +$1.12K 0.24% 98
2024
Q3 		$895K Buy
14,807
+455
+3% +$27.2K 0.25% 92
2024
Q2 		$836K Buy
14,352
+1,994
+16% +$115K 0.26% 94
2024
Q1 		$724K Buy
12,358
+5,711
+86% +$335K 0.23% 98
2023
Q4 		$394K Buy
6,647
+1,017
+18% +$58.6K 0.14% 134
2023
Q3 		$320K Buy
5,630
+60
+1% +$3.48K 0.13% 144
2023
Q2 		$327K Buy
5,570
+1,124
+25% +$67K 0.13% 144
2023
Q1 		$267K Hold
4,446
– – 0.11% 157
2022
Q4 		$260K Sell
4,446
-2,440
-35% -$143K 0.11% 156
2022
Q3 		$398K Sell
6,886
-2,473
-26% -$150K 0.18% 116
2022
Q2 		$572K Buy
+9,359
New +$573K 0.26% 93
2022
Q1 		– Sell
-9,359
Closed -$622K – 220
2021
Q4 		$622K Buy
9,359
+4,234
+83% +$284K 0.24% 97
2021
Q3 		$346K Buy
5,125
+1,040
+25% +$70.9K 0.15% 131
2021
Q2 		$277K Hold
4,085
– – 0.12% 143
2021
Q1 		$276K Hold
4,085
– – 0.12% 142
2020
Q4 		$281K Hold
4,085
– – 0.14% 135
2020
Q3 		$288K Hold
4,085
– – 0.16% 113
2020
Q2 		$288K Hold
4,085
– – 0.18% 110
2020
Q1 		$288K Buy
4,085
+157
+4% +$10.6K 0.22% 98
2019
Q4 		$260K Buy
+3,928
New +$260K 0.16% 124

Other funds holding VGIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Aries Wealth Management's VGIT Position: Q2 2026 in Review

Aries Wealth Management held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q2 2026 at 6,956 shares worth $410K. The position accounts for 0.08% of the portfolio, ranked #169.

Aries Wealth Management first reported a position in VGIT in Q4 2019 and has held it in 26 quarters since. The position peaked at $895K in Q3 2024. 977 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Aries Wealth Management held 6,956 shares of Vanguard Intermediate-Term Treasury ETF worth $410K as of Q2 2026.
  • Aries Wealth Management left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q2 2026.
  • Vanguard Intermediate-Term Treasury ETF made up 0.08% of Aries Wealth Management's portfolio in Q2 2026, its #169 holding.
  • Aries Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2019 and has held it in 26 quarters since.
  • Aries Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $895K in Q3 2024.
  • 977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.