Aries Wealth Management

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1729515 PORTLAND, ME

Position in VIG

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

Position Value

$1,448,429

-$31,789 QoQ

Shares Held

6,735

0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,448,429	6,735	0.0%	Shares	Sole	2026-05-15
2025-12-31	$1,480,218	6,735	-1.3%	Shares	Sole	2026-01-30
2025-09-30	$1,472,982	6,826	-0.1%	Shares	Sole	2025-11-10
2025-06-30	$1,399,124	6,836	-25.6%	Shares	Sole	2025-07-28
2025-03-31	$1,783,350	9,193	+1.0%	Shares	Sole	2025-04-17
2024-12-31	$1,782,836	9,104	-18.4%	Shares	Sole	2025-01-30
2024-09-30	$2,209,557	11,156	+2.4%	Shares	Sole	2024-10-31
2024-06-30	$1,988,517	10,893	+0.3%	Shares	Sole	2024-07-25
2024-03-31	$1,982,779	10,858	-0.6%	Shares	Sole	2024-05-03
2023-12-31	$1,860,597	10,919	+0.1%	Shares	Sole	2024-01-10
2023-09-30	$1,695,506	10,912	+1.9%	Shares	Sole	2023-10-19
2023-06-30	$1,739,462	10,709	-5.9%	Shares	Sole	2023-07-14
2023-03-31	$1,752,633	11,380	-1.3%	Shares	Sole	2023-04-11
2022-12-31	$1,750,223	11,526	+43.3%	Shares	Sole	2023-01-19
2022-09-30	$1,087,227	8,044	+29.0%	Shares	Sole	2022-11-02
2022-06-30	$894,822	6,237	+7.4%	Shares	Sole	2022-07-27
2021-12-31	$997,008	5,805	+0.8%	Shares	Sole	2022-06-06
2021-09-30	$884,428	5,758	+0.4%	Shares	Sole	2021-10-13
2021-06-30	$887,875	5,736	+1.7%	Shares	Sole	2021-07-14
2021-03-31	$829,531	5,640	+2.2%	Shares	Sole	2021-04-20
2020-12-31	$778,834	5,517	+4.4%	Shares	Sole	2021-01-22
2020-09-30	$680,096	5,286	—	Shares	Sole	2020-10-14
No filing history on record for this holder in this stock.