Clark Asset Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$222K	Sell	630 -41	-6%	-$14.4K	0.02%	269
2026 Q2	$231K	Buy	+671	New	+$224K	0.02%	261
2025 Q3	–	Sell	-1,579	Closed	-$450K	–	219
2025 Q2	$450K	Buy	+1,579	New	+$416K	0.06%	112
2024 Q2	–	Sell	-5,850	Closed	-$1.4M	–	104
2024 Q1	$1.4M	Hold	5,850	–	–	0.43%	29
2023 Q4	$1.28M	Hold	5,850	–	–	0.47%	26
2023 Q3	$1.14M	Hold	5,850	–	–	0.49%	27
2023 Q2	$1.19M	Hold	5,850	–	–	0.56%	27
2023 Q1	$1.09M	Hold	5,850	–	–	0.65%	24
2022 Q4	$1.02M	Buy	+5,850	New	+$1.03M	0.73%	23

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $225B AUM

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return

Clark Asset Management's VV Position: Q3 2026 in Review

Clark Asset Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 6.1% in Q3 2026, selling an estimated $14.4K and leaving 630 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #269.

Clark Asset Management first reported a position in VV in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.4M in Q1 2024. 1,214 funds tracked by Wall St. Rank hold VV as of Q3 2026.

Clark Asset Management held 630 shares of Vanguard Morningstar Large-Cap ETF worth $222K as of Q3 2026.
Clark Asset Management sold 41 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $14.4K.
Vanguard Morningstar Large-Cap ETF made up 0.02% of Clark Asset Management's portfolio in Q3 2026, its #269 holding.
Clark Asset Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2022 and has held it in 9 quarters since.
Clark Asset Management's Vanguard Morningstar Large-Cap ETF position peaked at $1.4M in Q1 2024.
1,214 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Clark Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.