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Clark Wealth Partners’s Vanguard Morningstar Value ETF VTV Stock Holding History

Clark Wealth Partners’s Portfolio VTV Stock Details VTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.41K Hold
34
– – ﹤0.01% 259
2026
Q1 		$6.67K Buy
+34
New +$6.81K ﹤0.01% 297
2025
Q1 		– Sell
-9
Closed -$1.52K – 611
2024
Q4 		$1.52K Buy
+9
New +$1.58K ﹤0.01% 402

Other funds holding VTV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Clark Wealth Partners held its Vanguard Morningstar Value ETF (VTV) position steady in Q2 2026 at 34 shares worth $7.41K. The position accounts for ﹤0.01% of the portfolio, ranked #259.

Clark Wealth Partners first reported a position in VTV in Q4 2024 and has held it in 3 quarters since. 2,702 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Clark Wealth Partners held 34 shares of Vanguard Morningstar Value ETF worth $7.41K as of Q2 2026.
  • Clark Wealth Partners left its Vanguard Morningstar Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Value ETF made up ﹤0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #259 holding.
  • Clark Wealth Partners first reported a position in Vanguard Morningstar Value ETF in Q4 2024 and has held it in 3 quarters since.
  • 2,702 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

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