Clark Asset Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.03M	Buy	12,778 +2,490	+24%	+$193K	0.08%	94
2026 Q1	$738K	Buy	10,288 +4,900	+91%	+$364K	0.07%	97
2025 Q4	$391K	Sell	5,388 -2,936	-35%	-$214K	0.04%	143
2025 Q3	$611K	Buy	8,324 +788	+10%	+$56.6K	0.07%	104
2025 Q2	$527K	Sell	7,536 -572	-7%	-$37.5K	0.07%	104
2025 Q1	$524K	Buy	8,108 +24	+0.3%	+$1.61K	0.09%	81
2024 Q4	$534K	Buy	8,084 +16	+0.2%	+$1.09K	0.1%	73
2024 Q3	$532K	Buy	+8,068	New	+$507K	0.11%	66

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Clark Asset Management's VO Position: Q2 2026 in Review

Clark Asset Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 24% in Q2 2026, buying an estimated $193K and bringing the position to 12,778 shares worth $1.03M. The position accounts for 0.08% of the portfolio, ranked #94.

Clark Asset Management first reported a position in VO in Q3 2024 and has held it in 8 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Clark Asset Management held 12,778 shares of Vanguard Morningstar Mid-Cap ETF worth $1.03M as of Q2 2026.
Clark Asset Management bought 2,490 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $193K.
Vanguard Morningstar Mid-Cap ETF made up 0.08% of Clark Asset Management's portfolio in Q2 2026, its #94 holding.
Clark Asset Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.