Clark Asset Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$40.4M	Buy	109,284 +2,475	+2%	+$885K	3.17%	8
2026 Q1	$34.3M	Buy	106,809 +12,918	+14%	+$4.33M	3.22%	8
2025 Q4	$31.5M	Buy	93,891 +40,498	+76%	+$13.5M	3.27%	8
2025 Q3	$17.5M	Buy	53,393 +843	+2%	+$266K	2.04%	10
2025 Q2	$16M	Sell	52,550 -8,597	-14%	-$2.42M	2.18%	9
2025 Q1	$16.8M	Buy	61,147 +5,555	+10%	+$1.61M	2.82%	8
2024 Q4	$16.1M	Buy	55,592 +7,841	+16%	+$2.29M	3.01%	8
2024 Q3	$13.5M	Sell	47,751 -3,730	-7%	-$1.02M	2.9%	9
2024 Q2	$13.8M	Sell	51,481 -9,590	-16%	-$2.48M	3.82%	9
2024 Q1	$15.9M	Buy	61,071 +5,602	+10%	+$1.39M	4.88%	7
2023 Q4	$13.2M	Buy	55,469 +1,134	+2%	+$251K	4.81%	7
2023 Q3	$11.5M	Sell	54,335 -370	-0.7%	-$81.9K	4.97%	7
2023 Q2	$12.1M	Buy	54,705 +18,458	+51%	+$3.85M	5.65%	5
2023 Q1	$7.4M	Buy	36,247 +1,157	+3%	+$232K	4.43%	9
2022 Q4	$6.71M	Buy	+35,090	New	+$6.76M	4.82%	6

Other funds holding VTI

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

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

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Clark Asset Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.3% in Q2 2026, buying an estimated $885K and bringing the position to 109,284 shares worth $40.4M. The position accounts for 3.17% of the portfolio, ranked #8.

Clark Asset Management first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. 3,697 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Clark Asset Management held 109,284 shares of Vanguard Morningstar Total Stock Market ETF worth $40.4M as of Q2 2026.
Clark Asset Management bought 2,475 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $885K.
Vanguard Morningstar Total Stock Market ETF made up 3.17% of Clark Asset Management's portfolio in Q2 2026, its #8 holding.
Clark Asset Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
3,697 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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