Clark Wealth Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Clark Wealth Partners’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$851K	Hold	2,992	–	–	0.44%	31
2026 Q2	$907K	Hold	2,992	–	–	0.51%	29
2026 Q1	$784K	Hold	2,992	–	–	0.53%	25
2025 Q4	$772K	Hold	2,992	–	–	0.47%	32
2025 Q3	$772K	Sell	2,992 -656	-18%	-$163K	0.47%	32
2025 Q2	$864K	Hold	3,648	–	–	0.58%	23
2025 Q1	$809K	Buy	3,648 +3	+0.1%	+$716	0.6%	23
2024 Q4	$876K	Buy	+3,645	New	+$897K	0.68%	21

Other funds holding VB

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Clark Wealth Partners's VB Position: Q3 2026 in Review

Clark Wealth Partners held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q3 2026 at 2,992 shares worth $851K. The position accounts for 0.44% of the portfolio, ranked #31.

Clark Wealth Partners first reported a position in VB in Q4 2024 and has held it in 8 quarters since. The position peaked at $907K in Q2 2026. 2,244 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Clark Wealth Partners held 2,992 shares of Vanguard Morningstar Small-Cap ETF worth $851K as of Q3 2026.
Clark Wealth Partners left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Small-Cap ETF made up 0.44% of Clark Wealth Partners's portfolio in Q3 2026, its #31 holding.
Clark Wealth Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Clark Wealth Partners's Vanguard Morningstar Small-Cap ETF position peaked at $907K in Q2 2026.
2,244 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Clark Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.