AFC
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Ares Financial Consulting’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Ares Financial Consulting’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$191K Hold
630
– – 0.14% 88
2026
Q1 		$166K Hold
630
– – 0.13% 89
2025
Q4 		$163K Buy
+630
New +$161K 0.15% 83

Other funds holding VB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

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

Ares Financial Consulting held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 630 shares worth $191K. The position accounts for 0.14% of the portfolio, ranked #88.

Ares Financial Consulting first reported a position in VB in Q4 2025 and has held it in 3 quarters since. 1,566 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Ares Financial Consulting held 630 shares of Vanguard Morningstar Small-Cap ETF worth $191K as of Q2 2026.
  • Ares Financial Consulting left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.14% of Ares Financial Consulting's portfolio in Q2 2026, its #88 holding.
  • Ares Financial Consulting first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,566 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

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