Aries Wealth Management
VGIT icon

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
Q3 		$394K Hold
6,956
– – 0.08% 174
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

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
Tanglewood Wealth Management
Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Aries Wealth Management's VGIT Position: Q3 2026 in Review

Aries Wealth Management held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q3 2026 at 6,956 shares worth $394K. The position accounts for 0.08% of the portfolio, ranked #174.

Aries Wealth Management first reported a position in VGIT in Q4 2019 and has held it in 27 quarters since. The position peaked at $895K in Q3 2024. 320 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

  • Aries Wealth Management held 6,956 shares of Vanguard Intermediate-Term Treasury ETF worth $394K as of Q3 2026.
  • Aries Wealth Management left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q3 2026.
  • Vanguard Intermediate-Term Treasury ETF made up 0.08% of Aries Wealth Management's portfolio in Q3 2026, its #174 holding.
  • Aries Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2019 and has held it in 27 quarters since.
  • Aries Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $895K in Q3 2024.
  • 320 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Aries Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.