AFC
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Ares Financial Consulting’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Ares Financial Consulting’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$237K Buy
1,000
+5
+0.5% +$1.15K 0.17% 75
2026
Q1 		$215K Buy
995
+3
+0.3% +$669 0.17% 73
2025
Q4 		$218K Buy
+992
New +$217K 0.21% 66

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Ares Financial Consulting increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.5% in Q2 2026, buying an estimated $1.15K and bringing the position to 1,000 shares worth $237K. The position accounts for 0.17% of the portfolio, ranked #75.

Ares Financial Consulting first reported a position in VIG in Q4 2025 and has held it in 3 quarters since. 1,653 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Ares Financial Consulting held 1,000 shares of Vanguard Dividend Appreciation ETF worth $237K as of Q2 2026.
  • Ares Financial Consulting bought 5 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.15K.
  • Vanguard Dividend Appreciation ETF made up 0.17% of Ares Financial Consulting's portfolio in Q2 2026, its #75 holding.
  • Ares Financial Consulting first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,653 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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