Clark Asset Management’s Vanguard Total World Stock ETF VT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$521K	Buy	3,321 +939	+39%	+$143K	0.04%	154
2026 Q1	$330K	Buy	2,382 +3	+0.1%	+$431	0.03%	169
2025 Q4	$336K	Sell	2,379 -714	-23%	-$99.8K	0.03%	160
2025 Q3	$426K	Buy	3,093 +7	+0.2%	+$930	0.05%	125
2025 Q2	$397K	Buy	3,086 +116	+4%	+$13.9K	0.05%	122
2025 Q1	$344K	Buy	2,970 +17	+0.6%	+$2.03K	0.06%	109
2024 Q4	$347K	Buy	2,953 +425	+17%	+$51K	0.06%	90
2024 Q3	$303K	Buy	2,528 +6	+0.2%	+$690	0.07%	91
2024 Q2	$284K	Buy	+2,522	New	+$278K	0.08%	79

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

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

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

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

Clark Asset Management increased its Vanguard Total World Stock ETF (VT) stake by 39% in Q2 2026, buying an estimated $143K and bringing the position to 3,321 shares worth $521K. The position accounts for 0.04% of the portfolio, ranked #154.

Clark Asset Management first reported a position in VT in Q2 2024 and has held it in 9 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Clark Asset Management held 3,321 shares of Vanguard Total World Stock ETF worth $521K as of Q2 2026.
Clark Asset Management bought 939 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $143K.
Vanguard Total World Stock ETF made up 0.04% of Clark Asset Management's portfolio in Q2 2026, its #154 holding.
Clark Asset Management first reported a position in Vanguard Total World Stock ETF in Q2 2024 and has held it in 9 quarters since.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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