Clark Wealth Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$26.4K	Hold	306	–	–	0.01%	161
2026 Q1	$22.3K	Buy	306 +84	+38%	+$6.54K	0.02%	173
2025 Q4	$18.1K	Hold	222	–	–	0.01%	192
2025 Q3	$18.1K	Hold	222	–	–	0.01%	192
2025 Q2	$16.2K	Hold	222	–	–	0.01%	170
2025 Q1	$13.7K	Sell	222 -12	-5%	-$809	0.01%	173
2024 Q4	$16K	Buy	+234	New	+$15.7K	0.01%	143

Other funds holding VUG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Clark Wealth Partners held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 306 shares worth $26.4K. The position accounts for 0.01% of the portfolio, ranked #161.

Clark Wealth Partners first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 2,797 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Clark Wealth Partners held 306 shares of Vanguard Morningstar Growth ETF worth $26.4K as of Q2 2026.
Clark Wealth Partners left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #161 holding.
Clark Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,797 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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