Aries Wealth Management

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1729515 PORTLAND, ME

Position in VB

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$17,162,046

+$2,191,918 QoQ

Shares Held

65,524

+12.9% QoQ

Ownership

—

of shares outstanding

% of Portfolio

6.23%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$17,162,046	65,524	+12.9%	Shares	Sole	2026-05-15
2025-12-31	$14,970,128	58,035	+11.3%	Shares	Sole	2026-01-30
2025-09-30	$13,259,430	52,145	+3.7%	Shares	Sole	2025-11-10
2025-06-30	$11,914,880	50,278	+4.8%	Shares	Sole	2025-07-28
2025-03-31	$10,642,891	47,995	+0.7%	Shares	Sole	2025-04-17
2024-12-31	$11,455,108	47,674	+0.8%	Shares	Sole	2025-01-30
2024-09-30	$11,216,000	47,283	-0.2%	Shares	Sole	2024-10-31
2024-06-30	$10,330,299	47,378	+3.7%	Shares	Sole	2024-07-25
2024-03-31	$10,439,019	45,667	+2.6%	Shares	Sole	2024-05-03
2023-12-31	$9,496,384	44,515	+8.4%	Shares	Sole	2024-01-10
2023-09-30	$7,766,050	41,075	+1.6%	Shares	Sole	2023-10-19
2023-06-30	$8,037,343	40,411	+1.1%	Shares	Sole	2023-07-14
2023-03-31	$7,575,007	39,961	+2.7%	Shares	Sole	2023-04-11
2022-12-31	$7,139,522	38,899	-0.5%	Shares	Sole	2023-01-19
2022-09-30	$6,681,555	39,094	+0.1%	Shares	Sole	2022-11-02
2022-06-30	$6,877,447	39,052	+8.6%	Shares	Sole	2022-07-27
2021-12-31	$8,128,223	35,964	-3.8%	Shares	Sole	2022-06-06
2021-09-30	$8,176,508	37,392	+2.4%	Shares	Sole	2021-10-13
2021-06-30	$8,227,676	36,522	+2.4%	Shares	Sole	2021-07-14
2021-03-31	$7,632,594	35,653	+2.3%	Shares	Sole	2021-04-20
2020-12-31	$6,782,261	34,838	-0.1%	Shares	Sole	2021-01-22
2020-09-30	$5,363,467	34,873	+13.2%	Shares	Sole	2020-10-14
2020-06-30	$4,489,196	30,807	+7.6%	Shares	Sole	2020-07-09
2020-03-31	$3,304,470	28,625	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.