Clark Financial Services Group’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3,012	Closed	-$545K	–	126
2025 Q4	$545K	Sell	3,012 -8,533	-74%	-$1.49M	0.29%	50
2025 Q3	$2.02M	Buy	11,545 +15	+0.1%	+$2.55K	1.07%	18
2025 Q2	$1.9M	Sell	11,530 -372	-3%	-$58.9K	1.17%	17
2025 Q1	$1.91M	Sell	11,902 -9	-0.1%	-$1.47K	1.32%	16
2024 Q4	$1.93M	Buy	11,911 +269	+2%	+$45.4K	1.47%	14
2024 Q3	$1.95M	Sell	11,642 -47	-0.4%	-$7.47K	1.78%	10
2024 Q2	$1.76M	Buy	11,689 +574	+5%	+$87.1K	1.86%	9
2024 Q1	$1.73M	Buy	11,115 +68	+0.6%	+$9.98K	2.09%	8
2023 Q4	$1.6M	Sell	11,047 -65	-0.6%	-$8.73K	2.05%	8
2023 Q3	$1.46M	Sell	11,112 -108	-1%	-$15K	1.99%	9
2023 Q2	$1.55M	Buy	11,220 +438	+4%	+$58.4K	2.1%	7
2023 Q1	$1.45M	Sell	10,782 -585	-5%	-$81.2K	2.13%	8
2022 Q4	$1.54M	Buy	+11,367	New	+$1.52M	1.77%	10

Other funds holding VOE

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

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

Clark Financial Services Group sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q1 2026, closing a stake of 3,012 shares — an estimated $545K sold.

Clark Financial Services Group first reported a position in VOE in Q4 2022 and held it in 13 quarters. The position peaked at $2.02M in Q3 2025. 1,228 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Clark Financial Services Group reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Clark Financial Services Group sold 3,012 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $545K.
Clark Financial Services Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2022 and held it in 13 quarters.
Clark Financial Services Group's Vanguard Morningstar Mid-Cap Value ETF position peaked at $2.02M in Q3 2025.
1,228 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2026.

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