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 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 $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Clark Asset Management opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026: 671 shares worth $231K. The stake represents 0.02% of the portfolio and ranks #261 among its holdings. This is a return to the name: Clark Asset Management previously reported a position in VV as recently as Q2 2025.

Clark Asset Management first reported a position in VV in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.4M in Q1 2024. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Clark Asset Management held 671 shares of Vanguard Morningstar Large-Cap ETF worth $231K as of Q2 2026.
Vanguard Morningstar Large-Cap ETF was a new Clark Asset Management position in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.02% of Clark Asset Management's portfolio in Q2 2026, its #261 holding.
Clark Asset Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2022 and has held it in 8 quarters since.
Clark Asset Management's Vanguard Morningstar Large-Cap ETF position peaked at $1.4M in Q1 2024.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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