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VSM Wealth Advisory’s Ares Capital ARCC Stock Holding History

VSM Wealth Advisory’s Portfolio ARCC Stock Details ARCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$78.7K Hold
4,246
– – 0.02% 182
2026
Q1 		$76.5K Buy
4,246
+53
+1% +$1.03K 0.02% 175
2025
Q4 		$84.8K Buy
4,193
+2,524
+151% +$50.9K 0.03% 156
2025
Q3 		$34.1K Buy
1,669
+22
+1% +$489 0.01% 226
2025
Q2 		$36.2K Buy
1,647
+50
+3% +$1.06K 0.01% 247
2025
Q1 		$35.4K Buy
1,597
+4
+0.3% +$91 0.01% 226
2024
Q4 		$34.9K Buy
+1,593
New +$34.4K 0.01% 226

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

VSM Wealth Advisory's ARCC Position: Q2 2026 in Review

VSM Wealth Advisory held its Ares Capital (ARCC) position steady in Q2 2026 at 4,246 shares worth $78.7K. The position accounts for 0.02% of the portfolio, ranked #182.

VSM Wealth Advisory first reported a position in ARCC in Q4 2024 and has held it in 7 quarters since. The position peaked at $84.8K in Q4 2025. 784 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • VSM Wealth Advisory held 4,246 shares of Ares Capital worth $78.7K as of Q2 2026.
  • VSM Wealth Advisory left its Ares Capital share count unchanged in Q2 2026.
  • Ares Capital made up 0.02% of VSM Wealth Advisory's portfolio in Q2 2026, its #182 holding.
  • VSM Wealth Advisory first reported a position in Ares Capital in Q4 2024 and has held it in 7 quarters since.
  • VSM Wealth Advisory's Ares Capital position peaked at $84.8K in Q4 2025.
  • 784 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.