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Clark Capital Management Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Clark Capital Management Group’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.34M Sell
11,718
-473
-4% -$169K 0.02% 238
2026
Q1 		$3.91M Sell
12,191
-1,142
-9% -$383K 0.02% 239
2025
Q4 		$4.47M Buy
13,333
+3,732
+39% +$1.24M 0.03% 221
2025
Q3 		$3.15M Buy
9,601
+2,371
+33% +$749K 0.02% 234
2025
Q2 		$2.2M Buy
7,230
+32
+0.4% +$9K 0.02% 256
2025
Q1 		$1.98M Sell
7,198
-226
-3% -$65.7K 0.01% 267
2024
Q4 		$2.15M Buy
7,424
+66
+0.9% +$19.3K 0.02% 256
2024
Q3 		$2.08M Buy
7,358
+3,981
+118% +$1.09M 0.01% 249
2024
Q2 		$903K Buy
3,377
+405
+14% +$105K 0.01% 284
2024
Q1 		$772K Buy
2,972
+255
+9% +$63.1K 0.01% 301
2023
Q4 		$645K Sell
2,717
-5
-0.2% -$1.1K 0.01% 306
2023
Q3 		$578K Buy
2,722
+502
+23% +$111K 0.01% 278
2023
Q2 		$489K Buy
2,220
+57
+3% +$11.9K ﹤0.01% 289
2023
Q1 		$441K Buy
+2,163
New +$433K ﹤0.01% 294
2022
Q4 		– Sell
-1,128
Closed -$202K – 395
2022
Q3 		$202K Buy
+1,128
New +$225K ﹤0.01% 334
2022
Q2 		– Sell
-1,626
Closed -$370K – 404
2022
Q1 		$370K Buy
+1,626
New +$366K ﹤0.01% 319
2020
Q1 		– Sell
-2,128
Closed -$348K – 335
2019
Q4 		$348K Buy
2,128
+291
+16% +$45.6K 0.01% 279
2019
Q3 		$277K Hold
1,837
– – 0.01% 276
2019
Q2 		$276K Sell
1,837
-647
-26% -$95.3K 0.01% 270
2019
Q1 		$359K Buy
+2,484
New +$347K 0.01% 256
2018
Q4 		– Sell
-1,450
Closed -$217K – 345
2018
Q3 		$217K Hold
1,450
– – 0.01% 271
2018
Q2 		$204K Buy
+1,450
New +$202K 0.01% 265
2016
Q4 		– Sell
-1,939
Closed -$216K – 339
2016
Q3 		$216K Buy
+1,939
New +$215K 0.01% 284

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Clark Capital Management Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.9% in Q2 2026, selling an estimated $169K and leaving 11,718 shares worth $4.34M. The position accounts for 0.02% of the portfolio, ranked #238.

Clark Capital Management Group first reported a position in VTI in Q3 2016 and has held it in 23 quarters since. The position peaked at $4.47M in Q4 2025. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Clark Capital Management Group held 11,718 shares of Vanguard Morningstar Total Stock Market ETF worth $4.34M as of Q2 2026.
  • Clark Capital Management Group sold 473 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $169K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.02% of Clark Capital Management Group's portfolio in Q2 2026, its #238 holding.
  • Clark Capital Management Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2016 and has held it in 23 quarters since.
  • Clark Capital Management Group's Vanguard Morningstar Total Stock Market ETF position peaked at $4.47M in Q4 2025.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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