Ares Financial Consulting
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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
Q3 		$127K Hold
1,616
– – 0.09% 121
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

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

Ares Financial Consulting held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2026 at 1,616 shares worth $127K. The position accounts for 0.09% of the portfolio, ranked #121.

Ares Financial Consulting first reported a position in VO in Q4 2025 and has held it in 4 quarters since. The position peaked at $130K in Q2 2026. 1,850 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Ares Financial Consulting held 1,616 shares of Vanguard Morningstar Mid-Cap ETF worth $127K as of Q3 2026.
  • Ares Financial Consulting left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.09% of Ares Financial Consulting's portfolio in Q3 2026, its #121 holding.
  • Ares Financial Consulting first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Ares Financial Consulting's Vanguard Morningstar Mid-Cap ETF position peaked at $130K in Q2 2026.
  • 1,850 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

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