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Clark Wealth Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Clark Wealth Partners’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$39.2K Hold
106
– – 0.02% 133
2026
Q1 		$34K Buy
106
+17
+19% +$5.7K 0.02% 131
2025
Q4 		$29.8K Hold
89
– – 0.02% 137
2025
Q3 		$29.8K Hold
89
– – 0.02% 137
2025
Q2 		$27.1K Hold
89
– – 0.02% 142
2025
Q1 		$24.5K Sell
89
-12
-12% -$3.49K 0.02% 142
2024
Q4 		$29.3K Buy
+101
New +$29.5K 0.02% 115

Other funds holding VTI

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

Clark Wealth Partners held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 106 shares worth $39.2K. The position accounts for 0.02% of the portfolio, ranked #133.

Clark Wealth Partners first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,556 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Clark Wealth Partners held 106 shares of Vanguard Morningstar Total Stock Market ETF worth $39.2K as of Q2 2026.
  • Clark Wealth Partners left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.02% of Clark Wealth Partners's portfolio in Q2 2026, its #133 holding.
  • Clark Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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