AFC
VBR icon

Ares Financial Consulting’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Ares Financial Consulting’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$301K Hold
1,237
– – 0.22% 66
2026
Q1 		$270K Buy
1,237
+1
+0.1% +$224 0.21% 65
2025
Q4 		$262K Buy
+1,236
New +$259K 0.25% 63

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CL
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HighTower Advisors
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MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Commonwealth Equity Services
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PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

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

Ares Financial Consulting held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 1,237 shares worth $301K. The position accounts for 0.22% of the portfolio, ranked #66.

Ares Financial Consulting first reported a position in VBR in Q4 2025 and has held it in 3 quarters since. 1,093 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Ares Financial Consulting held 1,237 shares of Vanguard Morningstar Small-Cap Value ETF worth $301K as of Q2 2026.
  • Ares Financial Consulting left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.22% of Ares Financial Consulting's portfolio in Q2 2026, its #66 holding.
  • Ares Financial Consulting first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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