VOT — VANGUARD INDEX FDS

Ownership history in CLARK FINANCIAL SERVICES GROUP INC /BD  ·  20 quarters on record

AI Ownership Summary

CLARK FINANCIAL SERVICES GROUP INC /BD reported VANGUARD INDEX FDS (VOT) in 20 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.87% in 2024 Q1. The latest visible filing shows VOT at 2.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VOT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CLARK FINANCIAL SERVICES GROUP INC /BD's position in VANGUARD INDEX FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VOT was reported at 2.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.87% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VOT stock page CLARK FINANCIAL SERVICES GROUP INC /BD fund profile CLARK FINANCIAL SERVICES GROUP INC /BD full holdings
How CLARK FINANCIAL SERVICES GROUP INC /BD held VOT — position size vs. price
% of Fund (quarterly)    VOT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 13,520 -593 -4.2% 2.05% $3.8M 2026-02-14 (Est.) $272.97
2025 Q3 REDUCED 14,113 -6 -0.0% 2.20% $4.1M 2025-10-31 $290.83
2025 Q2 REDUCED 14,119 -575 -3.9% 2.47% $4.0M 2025-08-12 $285.54
2025 Q1 REDUCED 14,694 -24 -0.2% 2.49% $3.6M 2025-05-15 $266.99
2024 Q4 ADDED 14,718 +372 +2.6% 2.86% $3.7M 2025-02-14 $270.47
2024 Q3 REDUCED 14,346 -13 -0.1% 3.18% $3.5M 2024-11-14 $256.92
2024 Q2 ADDED 14,359 +737 +5.4% 3.48% $3.3M 2024-08-14 $225.73
2024 Q1 REDUCED 13,622 -58 -0.4% 3.87% $3.2M 2024-05-14 $227.74
2023 Q4 REDUCED 13,680 -206 -1.5% 3.85% $3.0M 2024-02-15 $222.39
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VOT

As of 2026 Q1 — sorted by position size

MJT & Associates Financial Advisory Group, Inc. 1.14% Hilltop National Bank 0.35% Ridgewood Investments LLC 3Y 7Y 0.26% COLLECTIVE FAMILY OFFICE LLC 3Y 0.2% WALLER FINANCIAL PLANNING GROUP, INC 3Y 7Y 0.18% Noble Wealth Management PBC 0.18% Hickory Point Bank & Trust 0.07% First Financial Bank - Trust Division 3Y 7Y 0.07% BEACON FINANCIAL GROUP 3Y 7Y 0.04% Horizons Wealth Management 3Y 0.03%

FAQ About CLARK FINANCIAL SERVICES GROUP INC /BD and VOT

These are the practical questions this page is built to answer before you even open the full history table.

How long has CLARK FINANCIAL SERVICES GROUP INC /BD reported owning VOT?

CLARK FINANCIAL SERVICES GROUP INC /BD reported VOT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VOT position in CLARK FINANCIAL SERVICES GROUP INC /BD's portfolio?

The largest reported portfolio weight for VOT was 3.87% in 2024 Q1.

What is the latest reported VOT position on this page?

The most recent filing on this page is 2025 Q4, when CLARK FINANCIAL SERVICES GROUP INC /BD reported 13,520 shares, equal to 2.05% of portfolio, with an estimated market value of $3.8M.

What does the chart on this VOT ownership page compare?

The chart compares CLARK FINANCIAL SERVICES GROUP INC /BD's quarterly VOT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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