Clark Asset Management’s Vanguard Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$121M	Buy	1,409,521 +82,951	+6%	+$6.98M	9.53%	2
2026 Q1	$96.6M	Buy	1,326,570 +134,580	+11%	+$10.5M	9.07%	3
2025 Q4	$96.9M	Buy	1,191,990 +24,234	+2%	+$1.97M	10.06%	2
2025 Q3	$93.3M	Buy	1,167,756 +57,654	+5%	+$4.41M	10.85%	2
2025 Q2	$81.1M	Buy	1,110,102 +103,842	+10%	+$6.84M	11.06%	2
2025 Q1	$62.2M	Buy	1,006,260 +61,464	+7%	+$4.14M	10.43%	2
2024 Q4	$64.6M	Buy	944,796 +74,868	+9%	+$5.03M	12.07%	2
2024 Q3	$55.7M	Buy	869,928 +158,064	+22%	+$9.8M	11.96%	2
2024 Q2	$44.4M	Buy	711,864 +47,826	+7%	+$2.79M	12.29%	2
2024 Q1	$38.1M	Buy	664,038 +82,368	+14%	+$4.53M	11.7%	2
2023 Q4	$30.1M	Buy	581,670 +30,288	+5%	+$1.46M	11.03%	2
2023 Q3	$25M	Buy	551,382 +53,436	+11%	+$2.52M	10.77%	2
2023 Q2	$23.5M	Buy	497,946 +53,592	+12%	+$2.32M	11.02%	2
2023 Q1	$18.5M	Buy	444,354 +64,728	+17%	+$2.52M	11.06%	2
2022 Q4	$13.5M	Buy	+379,626	New	+$14M	9.69%	2

Other funds holding VUG

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return