CAM
VTI icon

Clark Asset Management’s Vanguard 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

NBS
Narodna banka Slovenska Bratislava $3.49B AUM
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
CW
Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return