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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
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

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

Clark Wealth Partners held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 436 shares worth $35.2K. The position accounts for 0.02% of the portfolio, ranked #140.

Clark Wealth Partners first reported a position in VO in Q4 2024 and has held it in 5 quarters since. 2,407 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Clark Wealth Partners held 436 shares of Vanguard Morningstar Mid-Cap ETF worth $35.2K as of Q2 2026.
  • Clark Wealth Partners left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.02% of Clark Wealth Partners's portfolio in Q2 2026, its #140 holding.
  • Clark Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 5 quarters since.
  • 2,407 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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