Clark Capital Management Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Clark Capital Management Group’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.06M	Buy	13,148 +692	+6%	+$53.6K	0.01%	332
2026 Q1	$894K	Buy	12,456 +2,192	+21%	+$163K	0.01%	316
2025 Q4	$745K	Buy	10,264 +4,732	+86%	+$344K	﹤0.01%	331
2025 Q3	$406K	Buy	+5,532	New	+$397K	﹤0.01%	368
2025 Q1	–	Sell	-3,036	Closed	-$200K	–	481
2024 Q4	$200K	Sell	3,036 -80	-3%	-$5.43K	﹤0.01%	411
2024 Q3	$206K	Buy	+3,116	New	+$196K	﹤0.01%	392
2022 Q2	–	Sell	-3,664	Closed	-$218K	–	402
2022 Q1	$218K	Buy	+3,664	New	+$215K	﹤0.01%	354
2020 Q1	–	Sell	-5,384	Closed	-$240K	–	334
2019 Q4	$240K	Hold	5,384	–	–	0.01%	297
2019 Q3	$226K	Sell	5,384 -1,200	-18%	-$50.1K	0.01%	288
2019 Q2	$275K	Buy	6,584 +320	+5%	+$13.1K	0.01%	272
2019 Q1	$252K	Buy	+6,264	New	+$241K	0.01%	272

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Clark Capital Management Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5.6% in Q2 2026, buying an estimated $53.6K and bringing the position to 13,148 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #332.

Clark Capital Management Group first reported a position in VO in Q1 2019 and has held it in 11 quarters since. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Clark Capital Management Group held 13,148 shares of Vanguard Morningstar Mid-Cap ETF worth $1.06M as of Q2 2026.
Clark Capital Management Group bought 692 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $53.6K.
Vanguard Morningstar Mid-Cap ETF made up 0.01% of Clark Capital Management Group's portfolio in Q2 2026, its #332 holding.
Clark Capital Management Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2019 and has held it in 11 quarters since.
2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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