AFC
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Ares Financial Consulting’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Ares Financial Consulting’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$130K Hold
1,616
– – 0.09% 116
2026
Q1 		$117K Hold
1,616
– – 0.09% 115
2025
Q4 		$117K Buy
+1,616
New +$118K 0.11% 100

Other funds holding VO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Ares Financial Consulting held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 1,616 shares worth $130K. The position accounts for 0.09% of the portfolio, ranked #116.

Ares Financial Consulting first reported a position in VO in Q4 2025 and has held it in 3 quarters since. 1,571 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Ares Financial Consulting held 1,616 shares of Vanguard Morningstar Mid-Cap ETF worth $130K as of Q2 2026.
  • Ares Financial Consulting left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.09% of Ares Financial Consulting's portfolio in Q2 2026, its #116 holding.
  • Ares Financial Consulting first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,571 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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