Aries Wealth Management’s Vanguard Morningstar Value ETF VTV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.3M	Buy	47,348 +3,197	+7%	+$668K	2.03%	13
2026 Q1	$8.66M	Buy	44,151 +4,430	+11%	+$887K	1.9%	13
2025 Q4	$7.59M	Buy	39,721 +4,940	+14%	+$929K	1.68%	12
2025 Q3	$6.49M	Buy	34,781 +2,844	+9%	+$515K	1.53%	14
2025 Q2	$5.64M	Sell	31,937 -797	-2%	-$135K	1.48%	14
2025 Q1	$5.65M	Buy	32,734 +1,093	+3%	+$191K	1.54%	12
2024 Q4	$5.36M	Buy	31,641 +7,443	+31%	+$1.31M	1.47%	13
2024 Q3	$4.22M	Buy	24,198 +5,227	+28%	+$875K	1.16%	22
2024 Q2	$3.04M	Buy	18,971 +2,985	+19%	+$477K	0.96%	28
2024 Q1	$2.6M	Buy	15,986 +5,666	+55%	+$873K	0.84%	32
2023 Q4	$1.54M	Buy	10,320 +4,020	+64%	+$566K	0.55%	51
2023 Q3	$874K	Buy	+6,300	New	+$903K	0.34%	76

Other funds holding VTV

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

Aries Wealth Management increased its Vanguard Morningstar Value ETF (VTV) stake by 7.2% in Q2 2026, buying an estimated $668K and bringing the position to 47,348 shares worth $10.3M. The position accounts for 2.03% of the portfolio, ranked #13.

Aries Wealth Management first reported a position in VTV in Q3 2023 and has held it in 12 quarters since. 2,785 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Aries Wealth Management held 47,348 shares of Vanguard Morningstar Value ETF worth $10.3M as of Q2 2026.
Aries Wealth Management bought 3,197 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $668K.
Vanguard Morningstar Value ETF made up 2.03% of Aries Wealth Management's portfolio in Q2 2026, its #13 holding.
Aries Wealth Management first reported a position in Vanguard Morningstar Value ETF in Q3 2023 and has held it in 12 quarters since.
2,785 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

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