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Clark Asset Management, LLC: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clark Asset Management, LLC on VUG, newest first. How the timeline and the estimate are built.

Clark Asset Management, LLC held 1,409,521 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,409,521 shares
    Change vs previous 13F +1,188,426 shares

    9.53% of the 13F portfolio, value $121,416,137.

    13F-HR 0002063364-26-000174 filed by Clark Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 221,095 shares
    Change vs previous 13F +22,430 shares

    9.07% of the 13F portfolio, value $96,572,087.

    13F-HR 0002063364-26-000093 filed by Clark Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 198,665 shares
    Change vs previous 13F +4,039 shares

    10.06% of the 13F portfolio, value $96,920,866.

    13F-HR 0002063364-26-000031 filed by Clark Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 194,626 shares
    Change vs previous 13F +9,609 shares

    10.85% of the 13F portfolio, value $93,344,624.

    13F-HR 0002063364-25-000222 filed by Clark Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 185,017 shares
    Change vs previous 13F +17,307 shares

    11.06% of the 13F portfolio, value $81,111,528.

    13F-HR 0002063364-25-000181 filed by Clark Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 167,710 shares
    Change vs previous 13F +10,244 shares

    10.43% of the 13F portfolio, value $62,190,353.

    13F-HR 0002063364-25-000067 filed by Clark Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 157,466 shares
    Change vs previous 13F +12,478 shares

    12.07% of the 13F portfolio, value $64,630,231.

    13F-HR 0002063364-25-000004 filed by Clark Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 144,988 shares
    Change vs previous 13F not available

    11.96% of the 13F portfolio, value $55,665,354.

    13F-HR 0002063364-25-000065 filed by Clark Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).