Ares Financial Consulting
VIG icon

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
Q3 		$234K Buy
1,004
+4
+0.4% +$961 0.16% 74
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

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Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
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Joel Isaacson & Co
Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

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

Ares Financial Consulting increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.4% in Q3 2026, buying an estimated $961 and bringing the position to 1,004 shares worth $234K. The position accounts for 0.16% of the portfolio, ranked #74.

Ares Financial Consulting first reported a position in VIG in Q4 2025 and has held it in 4 quarters since. The position peaked at $237K in Q2 2026. 1,904 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Ares Financial Consulting held 1,004 shares of Vanguard Dividend Appreciation ETF worth $234K as of Q3 2026.
  • Ares Financial Consulting bought 4 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $961.
  • Vanguard Dividend Appreciation ETF made up 0.16% of Ares Financial Consulting's portfolio in Q3 2026, its #74 holding.
  • Ares Financial Consulting first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and has held it in 4 quarters since.
  • Ares Financial Consulting's Vanguard Dividend Appreciation ETF position peaked at $237K in Q2 2026.
  • 1,904 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

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