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Vanguard Small-Cap Value ETF shares owned by Clark Asset Management

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Clark Asset Management from 13F filings

Historical chart of Clark Asset Management investment in Vanguard Small-Cap Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap Value ETF held by Clark Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Clark Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $358k 1.7k 208.77
2025-06-30 $493k 2.5k 195.01
2025-03-31 $222k 1.2k 186.34
2024-03-31 $550k 2.9k 191.85
2023-12-31 $514k 2.9k 179.97
2023-09-30 $467k 2.9k 159.47
2023-06-30 $479k 2.9k 165.39
2023-03-31 $459k 2.9k 158.75
2022-12-31 $457k 2.9k 158.82