Ares Financial Consulting
VV icon

Ares Financial Consulting’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Ares Financial Consulting’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$396K Hold
1,125
– – 0.27% 54
2026
Q2 		$387K Hold
1,125
– – 0.28% 59
2026
Q1 		$339K Hold
1,125
– – 0.27% 58
2025
Q4 		$354K Buy
+1,125
New +$351K 0.34% 53

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

Ares Financial Consulting held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q3 2026 at 1,125 shares worth $396K. The position accounts for 0.27% of the portfolio, ranked #54.

Ares Financial Consulting first reported a position in VV in Q4 2025 and has held it in 4 quarters since. 1,006 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Ares Financial Consulting held 1,125 shares of Vanguard Morningstar Large-Cap ETF worth $396K as of Q3 2026.
  • Ares Financial Consulting left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.27% of Ares Financial Consulting's portfolio in Q3 2026, its #54 holding.
  • Ares Financial Consulting first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,006 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

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