Clark Asset Management’s Vanguard Russell 1000 ETF VONE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,011	Closed	-$263K	–	147
2024 Q3	$263K	Hold	1,011	–	–	0.06%	100
2024 Q2	$249K	Hold	1,011	–	–	0.07%	85
2024 Q1	$241K	Hold	1,011	–	–	0.07%	79
2023 Q4	$219K	Buy	+1,011	New	+$205K	0.08%	79
2023 Q3	–	Sell	-1,011	Closed	-$204K	–	86
2023 Q2	$204K	Buy	+1,011	New	+$193K	0.1%	75

Other funds holding VONE

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Hilltop Partners Mishawaka, Indiana $390M AUM 16.72% 1-Year Est. Return

Clark Asset Management's VONE Position: Q4 2024 in Review

Clark Asset Management sold out of Vanguard Russell 1000 ETF (VONE) in Q4 2024, closing a stake of 1,011 shares — an estimated $263K sold.

Clark Asset Management first reported a position in VONE in Q2 2023 and held it in 5 quarters. The position peaked at $263K in Q3 2024. 314 funds tracked by Wall St. Rank hold VONE as of Q4 2024.

Clark Asset Management reported no remaining Vanguard Russell 1000 ETF position as of Q4 2024 after selling out during the quarter.
Clark Asset Management sold 1,011 Vanguard Russell 1000 ETF shares in Q4 2024, an estimated $263K.
Clark Asset Management first reported a position in Vanguard Russell 1000 ETF in Q2 2023 and held it in 5 quarters.
Clark Asset Management's Vanguard Russell 1000 ETF position peaked at $263K in Q3 2024.
314 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q4 2024.

Based on Clark Asset Management's 13F filing for Q4 2024, filed 2 Apr 2025.