Clark Financial Services Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Clark Financial Services 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	$349K	Sell	943 -26	-3%	-$9.3K	0.16%	78
2026 Q1	$311K	Sell	969 -239	-20%	-$80.2K	0.17%	87
2025 Q4	$409K	Buy	1,208 +78	+7%	+$25.9K	0.22%	73
2025 Q3	$371K	Sell	1,130 -6	-0.5%	-$1.9K	0.2%	78
2025 Q2	$345K	Hold	1,136	–	–	0.21%	76
2025 Q1	$312K	Sell	1,136 -1,876	-62%	-$545K	0.22%	72
2024 Q4	$873K	Buy	3,012 +2,158	+253%	+$630K	0.67%	22
2024 Q3	$242K	Hold	854	–	–	0.22%	62
2024 Q2	$229K	Buy	854 +4	+0.5%	+$1.03K	0.24%	54
2024 Q1	$221K	Hold	850	–	–	0.27%	53
2023 Q4	$201K	Buy	+850	New	+$188K	0.26%	58

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Clark Financial Services Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.7% in Q2 2026, selling an estimated $9.3K and leaving 943 shares worth $349K. The position accounts for 0.16% of the portfolio, ranked #78.

Clark Financial Services Group first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. The position peaked at $873K in Q4 2024. 3,661 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Clark Financial Services Group held 943 shares of Vanguard Morningstar Total Stock Market ETF worth $349K as of Q2 2026.
Clark Financial Services Group sold 26 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $9.3K.
Vanguard Morningstar Total Stock Market ETF made up 0.16% of Clark Financial Services Group's portfolio in Q2 2026, its #78 holding.
Clark Financial Services Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
Clark Financial Services Group's Vanguard Morningstar Total Stock Market ETF position peaked at $873K in Q4 2024.
3,661 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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