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Clark Financial Services Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Clark Financial Services Group’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.23M Buy
13,813
+279
+2% +$80.5K 2% 13
2026
Q1 		$3.48M Buy
13,534
+14
+0.1% +$3.84K 1.89% 12
2025
Q4 		$3.85M Sell
13,520
-593
-4% -$170K 2.05% 12
2025
Q3 		$4.15M Sell
14,113
-6
-0% -$1.73K 2.2% 12
2025
Q2 		$4.02M Sell
14,119
-575
-4% -$148K 2.47% 9
2025
Q1 		$3.59M Sell
14,694
-24
-0.2% -$6.24K 2.49% 10
2024
Q4 		$3.73M Buy
14,718
+372
+3% +$95.8K 2.86% 9
2024
Q3 		$3.49M Sell
14,346
-13
-0.1% -$3.03K 3.18% 8
2024
Q2 		$3.3M Buy
14,359
+737
+5% +$169K 3.48% 7
2024
Q1 		$3.21M Sell
13,622
-58
-0.4% -$13K 3.87% 6
2023
Q4 		$3M Sell
13,680
-206
-1% -$41.2K 3.85% 6
2023
Q3 		$2.7M Sell
13,886
-140
-1% -$28.6K 3.7% 6
2023
Q2 		$2.89M Buy
14,026
+536
+4% +$104K 3.9% 6
2023
Q1 		$2.63M Sell
13,490
-756
-5% -$145K 3.88% 5
2022
Q4 		$2.56M Buy
14,246
+537
+4% +$97.3K 2.94% 7
2022
Q3 		$2.34M Buy
+13,709
New +$2.59M 2.46% 7
2022
Q1 		$3.2M Sell
14,342
-306
-2% -$67.5K 2.34% 11
2021
Q4 		$3.73M Buy
14,648
+1,461
+11% +$368K 2.51% 10
2021
Q3 		$3.12M Buy
13,187
+660
+5% +$160K 2.4% 9
2021
Q2 		$2.96M Buy
12,527
+81
+0.7% +$18.2K 2.32% 10
2021
Q1 		$2.67M Buy
+12,446
New +$2.7M 2.26% 9
2020
Q2 		$2.35M Buy
+13,381
New +$2.02M 3.63% 5

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Clark Financial Services Group's VOT Position: Q2 2026 in Review

Clark Financial Services Group increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 2.1% in Q2 2026, buying an estimated $80.5K and bringing the position to 13,813 shares worth $4.23M. The position accounts for 2% of the portfolio, ranked #13.

Clark Financial Services Group first reported a position in VOT in Q2 2020 and has held it in 22 quarters since. 1,096 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Clark Financial Services Group held 13,813 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $4.23M as of Q2 2026.
  • Clark Financial Services Group bought 279 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $80.5K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 2% of Clark Financial Services Group's portfolio in Q2 2026, its #13 holding.
  • Clark Financial Services Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2020 and has held it in 22 quarters since.
  • 1,096 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Clark Financial Services Group's 13F filing for Q2 2026, filed 15 Jul 2026.