Aries Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $15.7M | Buy |
195,021
+3,605
| +2% | +$279K | 3.09% | 7 |
|
|
2026
Q1 | $13.7M | Buy |
191,416
+13,432
| +8% | +$998K | 3.02% | 6 |
|
|
2025
Q4 | $12.9M | Buy |
177,984
+13,764
| +8% | +$1M | 2.86% | 7 |
|
|
2025
Q3 | $12.1M | Buy |
164,220
+1,508
| +0.9% | +$108K | 2.85% | 7 |
|
|
2025
Q2 | $11.4M | Sell |
162,712
-3,332
| -2% | -$219K | 2.97% | 7 |
|
|
2025
Q1 | $10.7M | Buy |
166,044
+424
| +0.3% | +$28.5K | 2.92% | 5 |
|
|
2024
Q4 | $10.9M | Buy |
165,620
+1,692
| +1% | +$115K | 3.01% | 6 |
|
|
2024
Q3 | $10.8M | Sell |
163,928
-1,436
| -0.9% | -$90.2K | 2.97% | 5 |
|
|
2024
Q2 | $10M | Buy |
165,364
+9,116
| +6% | +$554K | 3.15% | 5 |
|
|
2024
Q1 | $9.76M | Buy |
156,248
+4,424
| +3% | +$261K | 3.15% | 5 |
|
|
2023
Q4 | $8.83M | Buy |
151,824
+13,148
| +9% | +$702K | 3.15% | 5 |
|
|
2023
Q3 | $7.25M | Buy |
138,676
+2,808
| +2% | +$154K | 2.84% | 4 |
|
|
2023
Q2 | $7.48M | Sell |
135,868
-332
| -0.2% | -$17.4K | 2.9% | 4 |
|
|
2023
Q1 | $7.18M | Buy |
136,200
+5,300
| +4% | +$282K | 2.95% | 4 |
|
|
2022
Q4 | $6.67M | Buy |
130,900
+6,580
| +5% | +$335K | 2.87% | 4 |
|
|
2022
Q3 | $6.34M | Buy |
124,320
+388
| +0.3% | +$20.3K | 2.81% | 4 |
|
|
2022
Q2 | $6.1M | Buy |
123,932
+114,636
| +1,233% | +$6.19M | 2.77% | 5 |
|
|
2022
Q1 | $553K | Sell |
9,296
-112,600
| -92% | -$6.61M | 0.24% | 52 |
|
|
2021
Q4 | $7.76M | Sell |
121,896
-1,368
| -1% | -$85.8K | 2.96% | 5 |
|
|
2021
Q3 | $7.3M | Buy |
123,264
+3,200
| +3% | +$193K | 3.09% | 5 |
|
|
2021
Q2 | $7.12M | Buy |
120,064
+3,520
| +3% | +$204K | 3.05% | 5 |
|
|
2021
Q1 | $6.66M | Buy |
116,544
+2,260
| +2% | +$123K | 2.99% | 5 |
|
|
2020
Q4 | $6.09M | Sell |
114,284
-880
| -0.8% | -$42.6K | 3.04% | 5 |
|
|
2020
Q3 | $5.08M | Buy |
115,164
+2,680
| +2% | +$117K | 2.88% | 5 |
|
|
2020
Q2 | $4.61M | Buy |
112,484
+2,480
| +2% | +$95K | 2.81% | 4 |
|
|
2020
Q1 | $3.48M | Buy |
110,004
+7,500
| +7% | +$311K | 2.66% | 6 |
|
|
2019
Q4 | $4.57M | Hold |
102,504
| – | – | 2.79% | 6 |
|
|
2019
Q3 | $4.27M | Buy |
102,504
+1,776
| +2% | +$74.2K | 2.84% | 6 |
|
|
2019
Q2 | $4.28M | Buy |
100,728
+2,404
| +2% | +$98.4K | 2.99% | 5 |
|
|
2019
Q1 | $3.95M | Buy |
98,324
+1,028
| +1% | +$39.5K | 2.95% | 6 |
|
|
2018
Q4 | $3.36M | Buy |
97,296
+9,596
| +11% | +$360K | 3.56% | 4 |
|
|
2018
Q3 | $3.6M | Buy |
87,700
+4,528
| +5% | +$185K | 3.23% | 3 |
|
|
2018
Q2 | $3.36M | Buy |
83,172
+1,860
| +2% | +$73K | 3.11% | 4 |
|
|
2018
Q1 | $3.14M | Buy |
81,312
+2,520
| +3% | +$99.2K | 3.04% | 4 |
|
|
2017
Q4 | $3.18M | Buy |
+78,792
| New | +$2.97M | 2.93% | 5 |
|
Other funds holding VO
Aries Wealth Management's VO Position: Q2 2026 in Review
Aries Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.9% in Q2 2026, buying an estimated $279K and bringing the position to 195,021 shares worth $15.7M. The position accounts for 3.09% of the portfolio, ranked #7.
Aries Wealth Management first reported a position in VO in Q4 2017 and has held it in 35 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- Aries Wealth Management held 195,021 shares of Vanguard Morningstar Mid-Cap ETF worth $15.7M as of Q2 2026.
- Aries Wealth Management bought 3,605 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $279K.
- Vanguard Morningstar Mid-Cap ETF made up 3.09% of Aries Wealth Management's portfolio in Q2 2026, its #7 holding.
- Aries Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2017 and has held it in 35 quarters since.
- 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.
Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.