Ares Financial Consulting
VOO icon

Ares Financial Consulting’s Vanguard S&P 500 ETF VOO Stock Holding History

Ares Financial Consulting’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.38M Buy
1,976
+757
+62% +$529K 0.96% 24
2026
Q2 		$837K Buy
1,219
+44
+4% +$29.3K 0.6% 31
2026
Q1 		$708K Buy
1,175
+2
+0.2% +$1.25K 0.56% 34
2025
Q4 		$736K Buy
+1,173
New +$729K 0.7% 29

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National Mutual Insurance Federation of Agricultural Cooperatives
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Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Plante Moran Financial Advisors
Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

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

Ares Financial Consulting increased its Vanguard S&P 500 ETF (VOO) stake by 62% in Q3 2026, buying an estimated $529K and bringing the position to 1,976 shares worth $1.38M. The position accounts for 0.96% of the portfolio, ranked #24.

Ares Financial Consulting first reported a position in VOO in Q4 2025 and has held it in 4 quarters since. 2,505 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Ares Financial Consulting held 1,976 shares of Vanguard S&P 500 ETF worth $1.38M as of Q3 2026.
  • Ares Financial Consulting bought 757 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $529K.
  • Vanguard S&P 500 ETF made up 0.96% of Ares Financial Consulting's portfolio in Q3 2026, its #24 holding.
  • Ares Financial Consulting first reported a position in Vanguard S&P 500 ETF in Q4 2025 and has held it in 4 quarters since.
  • 2,505 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

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