Clark Asset Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Clark Asset Management’s Portfolio ESGV Stock Details ESGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3,088	Closed	-$374K	–	272
2025 Q4	$374K	Hold	3,088	–	–	0.04%	146
2025 Q3	$366K	Sell	3,088 -2	-0.1%	-$228	0.04%	135
2025 Q2	$339K	Hold	3,090	–	–	0.05%	135
2025 Q1	$303K	Hold	3,090	–	–	0.05%	116
2024 Q4	$324K	Buy	+3,090	New	+$324K	0.06%	96

Other funds holding ESGV

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clark Asset Management's ESGV Position: Q1 2026 in Review

Clark Asset Management sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2026, closing a stake of 3,088 shares — an estimated $374K sold.

Clark Asset Management first reported a position in ESGV in Q4 2024 and held it in 5 quarters. The position peaked at $374K in Q4 2025. 679 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

Clark Asset Management reported no remaining Vanguard ESG US Stock ETF position as of Q1 2026 after selling out during the quarter.
Clark Asset Management sold 3,088 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $374K.
Clark Asset Management first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and held it in 5 quarters.
Clark Asset Management's Vanguard ESG US Stock ETF position peaked at $374K in Q4 2025.
679 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Clark Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.