VB — VANGUARD INDEX FDS

Ownership history in Aries Wealth Management  ·  32 quarters on record

This page tracks every 13F SEC filing in which Aries Wealth Management reported a position in VANGUARD INDEX FDS (VB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.95% (2018 Q3)
Avg. % of fund
3.25%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
32
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 58,035 +5,890 +11.3% 3.31% $15.0M $257.95
2025 Q3 ADDED 52,145 +1,867 +3.7% 3.14% $13.3M $253.38
2025 Q2 ADDED 50,278 +2,283 +4.8% 3.11% $11.9M $235.40
2025 Q1 ADDED 47,995 +321 +0.7% 2.89% $10.6M $219.54
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VB price (monthly, adj. close)

Other funds also holding VB

As of 2025 Q4 — sorted by position size

Aufman Associates Inc 3Y 19.07% Brown Financial Advisory 3Y 16.17% Gibraltar Capital Management, Inc. 3Y 7Y 12.23% BLUESTEM FINANCIAL ADVISORS, LLC 3Y 12.07% BCK Partners, Inc. 3Y 11.43% MBE Wealth Management, LLC 3Y 10.9% Koesten, Hirschmann & Crabtree, INC. 3Y 10.75% Chandler Asset Management, Inc. 3Y 10.63% MilWealth Group LLC 10.58% SEARCY FINANCIAL SERVICES INC /ADV 3Y 7Y 10.45%
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