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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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Clark Wealth Partners's VB Position: Q2 2026 in Review

Clark Wealth Partners held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 2,992 shares worth $907K. The position accounts for 0.51% of the portfolio, ranked #29.

Clark Wealth Partners first reported a position in VB in Q4 2024 and has held it in 7 quarters since. 2,397 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Clark Wealth Partners held 2,992 shares of Vanguard Morningstar Small-Cap ETF worth $907K as of Q2 2026.
  • Clark Wealth Partners left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.51% of Clark Wealth Partners's portfolio in Q2 2026, its #29 holding.
  • Clark Wealth Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,397 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.