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Clark Financial Services Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Clark Financial Services Group’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.6M Buy
204,753
+5,589
+3% +$470K 8.33% 3
2026
Q1 		$14.5M Buy
199,164
+15,168
+8% +$1.18M 7.86% 3
2025
Q4 		$15M Buy
183,996
+22,014
+14% +$1.79M 7.97% 3
2025
Q3 		$12.9M Sell
161,982
-246
-0.2% -$18.8K 6.88% 5
2025
Q2 		$11.9M Sell
162,228
-4,752
-3% -$313K 7.29% 4
2025
Q1 		$10.3M Buy
166,980
+3,612
+2% +$244K 7.15% 4
2024
Q4 		$11.2M Buy
163,368
+3,078
+2% +$207K 8.55% 4
2024
Q3 		$10.3M Sell
160,290
-546
-0.3% -$33.8K 9.33% 4
2024
Q2 		$10M Buy
160,836
+7,740
+5% +$451K 10.57% 4
2024
Q1 		$8.78M Buy
153,096
+594
+0.4% +$32.7K 10.58% 3
2023
Q4 		$7.9M Sell
152,502
-2,376
-2% -$115K 10.13% 3
2023
Q3 		$7.03M Sell
154,878
-1,662
-1% -$78.5K 9.61% 3
2023
Q2 		$7.38M Buy
156,540
+4,092
+3% +$177K 9.97% 3
2023
Q1 		$6.34M Sell
152,448
-7,818
-5% -$304K 9.36% 3
2022
Q4 		$5.69M Buy
160,266
+5,238
+3% +$193K 6.54% 4
2022
Q3 		$5.53M Buy
+155,028
New +$6.23M 5.82% 4
2022
Q1 		$7.58M Sell
158,184
-2,826
-2% -$134K 5.56% 5
2021
Q4 		$8.61M Buy
161,010
+22,494
+16% +$1.17M 5.79% 5
2021
Q3 		$6.7M Buy
138,516
+5,970
+5% +$297K 5.16% 7
2021
Q2 		$6.34M Buy
132,546
+924
+0.7% +$42K 4.97% 7
2021
Q1 		$5.64M Buy
+131,622
New +$5.63M 4.77% 7
2020
Q2 		$5.64M Buy
+151,746
New +$4.67M 8.73% 3

Other funds holding VUG

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Clark Financial Services Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.8% in Q2 2026, buying an estimated $470K and bringing the position to 204,753 shares worth $17.6M. The position accounts for 8.33% of the portfolio, ranked #3.

Clark Financial Services Group first reported a position in VUG in Q2 2020 and has held it in 22 quarters since. 1,388 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Clark Financial Services Group held 204,753 shares of Vanguard Morningstar Growth ETF worth $17.6M as of Q2 2026.
  • Clark Financial Services Group bought 5,589 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $470K.
  • Vanguard Morningstar Growth ETF made up 8.33% of Clark Financial Services Group's portfolio in Q2 2026, its #3 holding.
  • Clark Financial Services Group first reported a position in Vanguard Morningstar Growth ETF in Q2 2020 and has held it in 22 quarters since.
  • 1,388 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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