Ares Financial Consulting
BSV icon

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
Q3 		$176K Hold
2,300
– – 0.12% 87
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

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Allworth Financial
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Ares Financial Consulting's BSV Position: Q3 2026 in Review

Ares Financial Consulting held its Vanguard Short-Term Bond ETF (BSV) position steady in Q3 2026 at 2,300 shares worth $176K. The position accounts for 0.12% of the portfolio, ranked #87.

Ares Financial Consulting first reported a position in BSV in Q4 2025 and has held it in 4 quarters since. The position peaked at $181K in Q4 2025. 953 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

  • Ares Financial Consulting held 2,300 shares of Vanguard Short-Term Bond ETF worth $176K as of Q3 2026.
  • Ares Financial Consulting left its Vanguard Short-Term Bond ETF share count unchanged in Q3 2026.
  • Vanguard Short-Term Bond ETF made up 0.12% of Ares Financial Consulting's portfolio in Q3 2026, its #87 holding.
  • Ares Financial Consulting first reported a position in Vanguard Short-Term Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Ares Financial Consulting's Vanguard Short-Term Bond ETF position peaked at $181K in Q4 2025.
  • 953 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.