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Ares Financial Consulting’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Ares Financial Consulting’s Portfolio VGIT Stock Details VGIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.41M Sell
23,953
-2,678
-10% -$158K 1.01% 21
2026
Q1 		$1.58M Sell
26,631
-4,164
-14% -$249K 1.24% 19
2025
Q4 		$1.85M Buy
+30,795
New +$1.85M 1.76% 11

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MPW
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BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Ares Financial Consulting reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 10% in Q2 2026, selling an estimated $158K and leaving 23,953 shares worth $1.41M. The position accounts for 1.01% of the portfolio, ranked #21.

Ares Financial Consulting first reported a position in VGIT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.85M in Q4 2025. 586 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Ares Financial Consulting held 23,953 shares of Vanguard Intermediate-Term Treasury ETF worth $1.41M as of Q2 2026.
  • Ares Financial Consulting sold 2,678 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $158K.
  • Vanguard Intermediate-Term Treasury ETF made up 1.01% of Ares Financial Consulting's portfolio in Q2 2026, its #21 holding.
  • Ares Financial Consulting first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's Vanguard Intermediate-Term Treasury ETF position peaked at $1.85M in Q4 2025.
  • 586 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

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