AFC
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Ares Financial Consulting’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Ares Financial Consulting’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$179K Hold
2,300
– – 0.13% 92
2026
Q1 		$180K Hold
2,300
– – 0.14% 84
2025
Q4 		$181K Buy
+2,300
New +$181K 0.17% 73

Other funds holding BSV

Envestnet Asset Management
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TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ares Financial Consulting's BSV Position: Q2 2026 in Review

Ares Financial Consulting held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 2,300 shares worth $179K. The position accounts for 0.13% of the portfolio, ranked #92.

Ares Financial Consulting first reported a position in BSV in Q4 2025 and has held it in 3 quarters since. The position peaked at $181K in Q4 2025. 823 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Ares Financial Consulting held 2,300 shares of Vanguard Short-Term Bond ETF worth $179K as of Q2 2026.
  • Ares Financial Consulting left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Short-Term Bond ETF made up 0.13% of Ares Financial Consulting's portfolio in Q2 2026, its #92 holding.
  • Ares Financial Consulting first reported a position in Vanguard Short-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's Vanguard Short-Term Bond ETF position peaked at $181K in Q4 2025.
  • 823 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.