AWM
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Aries Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Aries Wealth Management’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.41M Sell
20,037
-59
-0.3% -$21.1K 1.46% 14
2026
Q1 		$6.45M Buy
20,096
+1,356
+7% +$455K 1.42% 17
2025
Q4 		$6.28M Buy
18,740
+4,626
+33% +$1.54M 1.39% 16
2025
Q3 		$4.63M Buy
14,114
+75
+0.5% +$23.7K 1.1% 24
2025
Q2 		$4.27M Buy
14,039
+3,054
+28% +$859K 1.12% 24
2025
Q1 		$3.02M Sell
10,985
-412
-4% -$120K 0.82% 33
2024
Q4 		$3.3M Buy
11,397
+709
+7% +$207K 0.91% 28
2024
Q3 		$3.03M Buy
10,688
+5,304
+99% +$1.45M 0.83% 30
2024
Q2 		$1.44M Buy
5,384
+392
+8% +$101K 0.45% 56
2024
Q1 		$1.3M Buy
4,992
+563
+13% +$139K 0.42% 63
2023
Q4 		$1.05M Buy
4,429
+144
+3% +$31.8K 0.37% 71
2023
Q3 		$926K Buy
4,285
+1,092
+34% +$242K 0.36% 74
2023
Q2 		$703K Buy
3,193
+100
+3% +$20.9K 0.27% 94
2023
Q1 		$631K Sell
3,093
-150
-5% -$30K 0.26% 100
2022
Q4 		$620K Buy
3,243
+111
+4% +$21.4K 0.27% 96
2022
Q3 		$608K Buy
3,132
+134
+4% +$26.7K 0.27% 89
2022
Q2 		$565K Buy
+2,998
New +$616K 0.26% 94
2022
Q1 		– Sell
-2,456
Closed -$593K – 225
2021
Q4 		$593K Buy
2,456
+179
+8% +$42.3K 0.23% 99
2021
Q3 		$506K Buy
2,277
+309
+16% +$70.5K 0.21% 97
2021
Q2 		$439K Sell
1,968
-295
-13% -$64K 0.19% 110
2021
Q1 		$485K Sell
2,263
-22
-1% -$4.45K 0.22% 96
2020
Q4 		$455K Buy
2,285
+18
+0.8% +$3.29K 0.23% 98
2020
Q3 		$386K Sell
2,267
-75
-3% -$12.6K 0.22% 98
2020
Q2 		$367K Hold
2,342
– – 0.22% 92
2020
Q1 		$294K Buy
2,342
+1,105
+89% +$171K 0.22% 94
2019
Q4 		$203K Buy
+1,237
New +$194K 0.12% 150

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Aries Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.29% in Q2 2026, selling an estimated $21.1K and leaving 20,037 shares worth $7.41M. The position accounts for 1.46% of the portfolio, ranked #14.

Aries Wealth Management first reported a position in VTI in Q4 2019 and has held it in 26 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Aries Wealth Management held 20,037 shares of Vanguard Morningstar Total Stock Market ETF worth $7.41M as of Q2 2026.
  • Aries Wealth Management sold 59 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $21.1K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.46% of Aries Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Aries Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 26 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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