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Ares Financial Consulting’s Vanguard Morningstar Value ETF VTV Stock Holding History

Ares Financial Consulting’s Portfolio VTV Stock Details VTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$63.9K Hold
293
– – 0.05% 192
2026
Q1 		$57.7K Hold
293
– – 0.05% 189
2025
Q4 		$56K Buy
+293
New +$55.1K 0.05% 151

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MG
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HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Ares Financial Consulting held its Vanguard Morningstar Value ETF (VTV) position steady in Q2 2026 at 293 shares worth $63.9K. The position accounts for 0.05% of the portfolio, ranked #192.

Ares Financial Consulting first reported a position in VTV in Q4 2025 and has held it in 3 quarters since. 1,779 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Ares Financial Consulting held 293 shares of Vanguard Morningstar Value ETF worth $63.9K as of Q2 2026.
  • Ares Financial Consulting left its Vanguard Morningstar Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Value ETF made up 0.05% of Ares Financial Consulting's portfolio in Q2 2026, its #192 holding.
  • Ares Financial Consulting first reported a position in Vanguard Morningstar Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,779 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

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