CWP
VBR icon

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

Clark Wealth Partners’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.46K Buy
6
+3
+100% +$698 ﹤0.01% 451
2026
Q1 		$652 Buy
+3
New +$671 ﹤0.01% 556
2025
Q1 		– Sell
-4
Closed -$793 – 601
2024
Q4 		$793 Buy
+4
New +$821 ﹤0.01% 464

Other funds holding VBR

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Clark Wealth Partners increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 100% in Q2 2026, buying an estimated $698 and bringing the position to 6 shares worth $1.46K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

Clark Wealth Partners first reported a position in VBR in Q4 2024 and has held it in 3 quarters since. 1,701 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Clark Wealth Partners held 6 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.46K as of Q2 2026.
  • Clark Wealth Partners bought 3 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $698.
  • Vanguard Morningstar Small-Cap Value ETF made up ﹤0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #451 holding.
  • Clark Wealth Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2024 and has held it in 3 quarters since.
  • 1,701 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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