Clark Financial Services Group
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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
Q3 		$18.4M Sell
204,475
-278
-0.1% -$24.3K 8.6% 3
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

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LPL Financial
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EP Wealth Advisors
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
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Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Clark Financial Services Group's VUG Position: Q3 2026 in Review

Clark Financial Services Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.14% in Q3 2026, selling an estimated $24.3K and leaving 204,475 shares worth $18.4M. The position accounts for 8.6% of the portfolio, ranked #3.

Clark Financial Services Group first reported a position in VUG in Q2 2020 and has held it in 23 quarters since. 2,656 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Clark Financial Services Group held 204,475 shares of Vanguard Morningstar Growth ETF worth $18.4M as of Q3 2026.
  • Clark Financial Services Group sold 278 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $24.3K.
  • Vanguard Morningstar Growth ETF made up 8.6% of Clark Financial Services Group's portfolio in Q3 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 23 quarters since.
  • 2,656 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Clark Financial Services Group's 13F filing for Q3 2026, filed 19 Oct 2026.