Aries Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Aries Wealth Management’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.58M	Sell	6,679 -56	-0.8%	-$12.9K	0.31%	72
2026 Q1	$1.45M	Hold	6,735	–	–	0.32%	71
2025 Q4	$1.48M	Sell	6,735 -91	-1%	-$19.9K	0.33%	71
2025 Q3	$1.47M	Sell	6,826 -10	-0.1%	-$2.1K	0.35%	71
2025 Q2	$1.4M	Sell	6,836 -2,357	-26%	-$457K	0.37%	69
2025 Q1	$1.78M	Buy	9,193 +89	+1%	+$17.7K	0.48%	55
2024 Q4	$1.78M	Sell	9,104 -2,052	-18%	-$410K	0.49%	52
2024 Q3	$2.21M	Buy	11,156 +263	+2%	+$50.1K	0.61%	44
2024 Q2	$1.99M	Buy	10,893 +35	+0.3%	+$6.3K	0.63%	41
2024 Q1	$1.98M	Sell	10,858 -61	-0.6%	-$10.7K	0.64%	41
2023 Q4	$1.86M	Buy	10,919 +7	+0.1%	+$1.13K	0.66%	39
2023 Q3	$1.72M	Buy	10,912 +203	+2%	+$32.9K	0.67%	40
2023 Q2	$1.74M	Sell	10,709 -671	-6%	-$105K	0.67%	39
2023 Q1	$1.75M	Sell	11,380 -146	-1%	-$22.4K	0.72%	40
2022 Q4	$1.75M	Buy	11,526 +3,482	+43%	+$519K	0.75%	41
2022 Q3	$1.2M	Buy	8,044 +1,807	+29%	+$269K	0.53%	53
2022 Q2	$895K	Buy	+6,237	New	+$949K	0.41%	70
2022 Q1	–	Sell	-5,805	Closed	-$997K	–	221
2021 Q4	$997K	Buy	5,805 +47	+0.8%	+$7.75K	0.38%	67
2021 Q3	$884K	Buy	5,758 +22	+0.4%	+$3.51K	0.37%	68
2021 Q2	$888K	Buy	5,736 +96	+2%	+$14.7K	0.38%	71
2021 Q1	$850K	Buy	5,640 +123	+2%	+$17.5K	0.38%	67
2020 Q4	$788K	Buy	5,517 +231	+4%	+$31.3K	0.39%	61
2020 Q3	$680K	Buy	+5,286	New	+$665K	0.39%	60

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Aries Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.83% in Q2 2026, selling an estimated $12.9K and leaving 6,679 shares worth $1.58M. The position accounts for 0.31% of the portfolio, ranked #72.

Aries Wealth Management first reported a position in VIG in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.21M in Q3 2024. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Aries Wealth Management held 6,679 shares of Vanguard Dividend Appreciation ETF worth $1.58M as of Q2 2026.
Aries Wealth Management sold 56 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $12.9K.
Vanguard Dividend Appreciation ETF made up 0.31% of Aries Wealth Management's portfolio in Q2 2026, its #72 holding.
Aries Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2020 and has held it in 23 quarters since.
Aries Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $2.21M in Q3 2024.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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