Clark Financial Services Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Clark Financial Services Group’s Portfolio VBK Stock Details VBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,820	Closed	-$567K	–	125
2025 Q4	$567K	Sell	1,820 -3,736	-67%	-$1.13M	0.3%	46
2025 Q3	$1.65M	Buy	5,556 +53	+1%	+$15.3K	0.88%	20
2025 Q2	$1.52M	Buy	5,503 +24	+0.4%	+$6.18K	0.94%	20
2025 Q1	$1.38M	Buy	5,479 +71	+1%	+$19.7K	0.96%	19
2024 Q4	$1.51M	Buy	+5,408	New	+$1.53M	1.16%	15
2022 Q4	–	Sell	-6,404	Closed	-$1.25M	–	61
2022 Q3	$1.25M	Buy	+6,404	New	+$1.37M	1.31%	14
2022 Q1	$1.67M	Sell	6,741 -188	-3%	-$46.3K	1.23%	14
2021 Q4	$1.95M	Buy	6,929 +920	+15%	+$264K	1.31%	16
2021 Q3	$1.68M	Buy	6,009 +283	+5%	+$81K	1.3%	16
2021 Q2	$1.66M	Buy	5,726 +6	+0.1%	+$1.68K	1.3%	18
2021 Q1	$1.57M	Buy	+5,720	New	+$1.61M	1.33%	18
2020 Q2	$1.23M	Buy	+6,233	New	+$1.13M	1.9%	10

Other funds holding VBK

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

Clark Financial Services Group's VBK Position: Q1 2026 in Review

Clark Financial Services Group sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q1 2026, closing a stake of 1,820 shares — an estimated $567K sold.

Clark Financial Services Group first reported a position in VBK in Q2 2020 and held it in 12 quarters. The position peaked at $1.95M in Q4 2021. 1,218 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

Clark Financial Services Group reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Clark Financial Services Group sold 1,820 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2026, an estimated $567K.
Clark Financial Services Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2020 and held it in 12 quarters.
Clark Financial Services Group's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.95M in Q4 2021.
1,218 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on Clark Financial Services Group's 13F filing for Q1 2026, filed 7 May 2026.