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Ares Financial Consulting’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Ares Financial Consulting’s Portfolio VMBS Stock Details VMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.9K Buy
+275
New +$12.9K 0.01% 513
2026
Q1 		– Sell
-2
Closed -$78 – 1091
2025
Q4 		$78 Buy
+2
New +$94 ﹤0.01% 889

Other funds holding VMBS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Ares Financial Consulting opened a new position in Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2026: 275 shares worth $12.9K. The stake represents 0.01% of the portfolio and ranks #513 among its holdings. This is a return to the name: Ares Financial Consulting previously reported a position in VMBS as recently as Q4 2025.

Ares Financial Consulting first reported a position in VMBS in Q4 2025 and has held it in 2 quarters since. 425 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Ares Financial Consulting held 275 shares of Vanguard Mortgage-Backed Securities ETF worth $12.9K as of Q2 2026.
  • Vanguard Mortgage-Backed Securities ETF was a new Ares Financial Consulting position in Q2 2026.
  • Vanguard Mortgage-Backed Securities ETF made up 0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #513 holding.
  • Ares Financial Consulting first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2025 and has held it in 2 quarters since.
  • 425 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

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