Aries Wealth Management’s Vanguard Extended Market ETF VXF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.1M	Buy	4,471 +102	+2%	+$23.4K	0.22%	93
2026 Q1	$899K	Hold	4,369	–	–	0.2%	102
2025 Q4	$914K	Hold	4,369	–	–	0.2%	102
2025 Q3	$915K	Hold	4,369	–	–	0.22%	99
2025 Q2	$842K	Hold	4,369	–	–	0.22%	102
2025 Q1	$753K	Hold	4,369	–	–	0.2%	106
2024 Q4	$830K	Hold	4,369	–	–	0.23%	101
2024 Q3	$795K	Buy	+4,369	New	+$764K	0.22%	101

Other funds holding VXF

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

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

Aries Wealth Management increased its Vanguard Extended Market ETF (VXF) stake by 2.3% in Q2 2026, buying an estimated $23.4K and bringing the position to 4,471 shares worth $1.1M. The position accounts for 0.22% of the portfolio, ranked #93.

Aries Wealth Management first reported a position in VXF in Q3 2024 and has held it in 8 quarters since. 1,067 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

Aries Wealth Management held 4,471 shares of Vanguard Extended Market ETF worth $1.1M as of Q2 2026.
Aries Wealth Management bought 102 Vanguard Extended Market ETF shares in Q2 2026, an estimated $23.4K.
Vanguard Extended Market ETF made up 0.22% of Aries Wealth Management's portfolio in Q2 2026, its #93 holding.
Aries Wealth Management first reported a position in Vanguard Extended Market ETF in Q3 2024 and has held it in 8 quarters since.
1,067 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

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