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

Clark Wealth Partners’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3
Closed -$907 – 641
2026
Q1 		$907 Buy
+3
New +$943 ﹤0.01% 529

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
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MG
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CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

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

Clark Wealth Partners sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2026, closing a stake of 3 shares — an estimated $907 sold.

Clark Wealth Partners first reported a position in VBK in Q1 2026 and held it in 1 quarter. The position peaked at $907 in Q1 2026. 1,228 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Clark Wealth Partners reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Clark Wealth Partners sold 3 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $907.
  • Clark Wealth Partners first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2026 and held it in 1 quarter.
  • Clark Wealth Partners's Vanguard Morningstar Small-Cap Growth ETF position peaked at $907 in Q1 2026.
  • 1,228 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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