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Clark Capital Management Group’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Clark Capital Management Group’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$489K Buy
2,014
+391
+24% +$91K ﹤0.01% 404
2026
Q1 		$353K Buy
1,623
+239
+17% +$53.4K ﹤0.01% 422
2025
Q4 		$293K Sell
1,384
-167
-11% -$35K ﹤0.01% 433
2025
Q3 		$324K Buy
1,551
+69
+5% +$14.1K ﹤0.01% 382
2025
Q2 		$289K Sell
1,482
-208
-12% -$38.5K ﹤0.01% 376
2025
Q1 		$315K Buy
1,690
+104
+7% +$20.5K ﹤0.01% 374
2024
Q4 		$314K Buy
1,586
+147
+10% +$30.2K ﹤0.01% 370
2024
Q3 		$289K Buy
1,439
+243
+20% +$46.7K ﹤0.01% 363
2024
Q2 		$218K Buy
+1,196
New +$221K ﹤0.01% 374
2024
Q1 		– Sell
-1,652
Closed -$297K – 432
2023
Q4 		$297K Buy
+1,652
New +$270K ﹤0.01% 346
2022
Q1 		– Sell
-1,698
Closed -$304K – 411
2021
Q4 		$304K Buy
1,698
+430
+34% +$76.5K ﹤0.01% 318
2021
Q3 		$215K Buy
1,268
+103
+9% +$17.6K ﹤0.01% 322
2021
Q2 		$202K Buy
+1,165
New +$202K ﹤0.01% 330

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Clark Capital Management Group's VBR Position: Q2 2026 in Review

Clark Capital Management Group increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 24% in Q2 2026, buying an estimated $91K and bringing the position to 2,014 shares worth $489K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

Clark Capital Management Group first reported a position in VBR in Q2 2021 and has held it in 13 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Clark Capital Management Group held 2,014 shares of Vanguard Morningstar Small-Cap Value ETF worth $489K as of Q2 2026.
  • Clark Capital Management Group bought 391 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $91K.
  • Vanguard Morningstar Small-Cap Value ETF made up ﹤0.01% of Clark Capital Management Group's portfolio in Q2 2026, its #404 holding.
  • Clark Capital Management Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2021 and has held it in 13 quarters since.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Clark Capital Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.