Aries Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $22.5M | Buy |
260,784
+7,722
| +3% | +$650K | 4.41% | 2 |
|
|
2026
Q1 | $18.4M | Buy |
253,062
+10,116
| +4% | +$787K | 4.05% | 3 |
|
|
2025
Q4 | $19.8M | Buy |
242,946
+14,844
| +7% | +$1.2M | 4.37% | 2 |
|
|
2025
Q3 | $18.2M | Buy |
228,102
+234
| +0.1% | +$17.9K | 4.31% | 3 |
|
|
2025
Q2 | $16.6M | Buy |
227,868
+3,018
| +1% | +$199K | 4.35% | 3 |
|
|
2025
Q1 | $13.9M | Buy |
224,850
+2,334
| +1% | +$157K | 3.77% | 2 |
|
|
2024
Q4 | $15.2M | Buy |
222,516
+7,158
| +3% | +$481K | 4.19% | 2 |
|
|
2024
Q3 | $13.8M | Buy |
215,358
+22,158
| +11% | +$1.37M | 3.79% | 3 |
|
|
2024
Q2 | $12M | Buy |
193,200
+6,174
| +3% | +$360K | 3.79% | 3 |
|
|
2024
Q1 | $10.7M | Buy |
187,026
+11,886
| +7% | +$654K | 3.46% | 3 |
|
|
2023
Q4 | $9.07M | Buy |
175,140
+28,620
| +20% | +$1.38M | 3.24% | 4 |
|
|
2023
Q3 | $6.87M | Buy |
146,520
+8,202
| +6% | +$387K | 2.69% | 5 |
|
|
2023
Q2 | $6.52M | Sell |
138,318
-1,050
| -0.8% | -$45.5K | 2.53% | 5 |
|
|
2023
Q1 | $5.79M | Buy |
139,368
+1,026
| +0.7% | +$39.9K | 2.38% | 6 |
|
|
2022
Q4 | $4.91M | Sell |
138,342
-1,122
| -0.8% | -$41.3K | 2.12% | 9 |
|
|
2022
Q3 | $5.18M | Buy |
139,464
+2,100
| +2% | +$84.4K | 2.29% | 8 |
|
|
2022
Q2 | $5.1M | Buy |
+137,364
| New | +$5.64M | 2.32% | 9 |
|
|
2022
Q1 | – | Sell |
-119,850
| Closed | -$6.41M | – | 227 |
|
|
2021
Q4 | $6.41M | Buy |
119,850
+4,434
| +4% | +$231K | 2.44% | 6 |
|
|
2021
Q3 | $5.58M | Buy |
115,416
+240
| +0.2% | +$11.9K | 2.36% | 7 |
|
|
2021
Q2 | $5.51M | Buy |
115,176
+3,606
| +3% | +$164K | 2.36% | 7 |
|
|
2021
Q1 | $5.06M | Sell |
111,570
-1,584
| -1% | -$67.8K | 2.27% | 8 |
|
|
2020
Q4 | $4.85M | Sell |
113,154
-150
| -0.1% | -$5.99K | 2.42% | 6 |
|
|
2020
Q3 | $4.3M | Sell |
113,304
-14,388
| -11% | -$531K | 2.44% | 7 |
|
|
2020
Q2 | $4.3M | Sell |
127,692
-2,160
| -2% | -$66.4K | 2.63% | 6 |
|
|
2020
Q1 | $3.3M | Buy |
129,852
+4,560
| +4% | +$137K | 2.51% | 8 |
|
|
2019
Q4 | $3.86M | Sell |
125,292
-240
| -0.2% | -$6.93K | 2.35% | 9 |
|
|
2019
Q3 | $3.5M | Buy |
125,532
+6,450
| +5% | +$179K | 2.33% | 10 |
|
|
2019
Q2 | $3.31M | Buy |
119,082
+3,690
| +3% | +$98.6K | 2.31% | 8 |
|
|
2019
Q1 | $3.01M | Sell |
115,392
-858
| -0.7% | -$21.2K | 2.25% | 8 |
|
|
2018
Q4 | $2.6M | Buy |
116,250
+15,528
| +15% | +$376K | 2.76% | 7 |
|
|
2018
Q3 | $2.7M | Buy |
100,722
+9,420
| +10% | +$246K | 2.43% | 8 |
|
|
2018
Q2 | $2.34M | Buy |
91,302
+1,980
| +2% | +$48.6K | 2.16% | 10 |
|
|
2018
Q1 | $2.12M | Buy |
89,322
+2,112
| +2% | +$51.5K | 2.05% | 9 |
|
|
2017
Q4 | $2.17M | Buy |
+87,210
| New | +$2M | 2% | 9 |
|
Other funds holding VUG
EWA
Aries Wealth Management's VUG Position: Q2 2026 in Review
Aries Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 3.1% in Q2 2026, buying an estimated $650K and bringing the position to 260,784 shares worth $22.5M. The position accounts for 4.41% of the portfolio, ranked #2.
Aries Wealth Management first reported a position in VUG in Q4 2017 and has held it in 34 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.
- Aries Wealth Management held 260,784 shares of Vanguard Morningstar Growth ETF worth $22.5M as of Q2 2026.
- Aries Wealth Management bought 7,722 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $650K.
- Vanguard Morningstar Growth ETF made up 4.41% of Aries Wealth Management's portfolio in Q2 2026, its #2 holding.
- Aries Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2017 and has held it in 34 quarters since.
- 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.
Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.