Clark Wealth Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$34.3K	Buy	438 +2	+0.5%	+$163	0.02%	154
2026 Q2	$35.2K	Hold	436	–	–	0.02%	140
2026 Q1	$31.3K	Hold	436	–	–	0.02%	136
2025 Q4	$31.5K	Hold	436	–	–	0.02%	132
2025 Q3	$31.5K	Buy	+436	New	+$31.3K	0.02%	132
2025 Q1	–	Sell	-28	Closed	-$1.85K	–	606
2024 Q4	$1.85K	Buy	+28	New	+$1.9K	﹤0.01%	370

Other funds holding VO

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

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

Morgan Stanley New York $1.96T AUM 27.49% 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

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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return

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

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

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

Clark Wealth Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.46% in Q3 2026, buying an estimated $163 and bringing the position to 438 shares worth $34.3K. The position accounts for 0.02% of the portfolio, ranked #154.

Clark Wealth Partners first reported a position in VO in Q4 2024 and has held it in 6 quarters since. The position peaked at $35.2K in Q2 2026. 2,270 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Clark Wealth Partners held 438 shares of Vanguard Morningstar Mid-Cap ETF worth $34.3K as of Q3 2026.
Clark Wealth Partners bought 2 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $163.
Vanguard Morningstar Mid-Cap ETF made up 0.02% of Clark Wealth Partners's portfolio in Q3 2026, its #154 holding.
Clark Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Clark Wealth Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $35.2K in Q2 2026.
2,270 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

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