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Narus Financial Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Narus Financial Partners’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.35M Sell
11,065
-589
-5% -$169K 0.86% 19
2026
Q1 		$3.05M Sell
11,654
-622
-5% -$168K 0.8% 16
2025
Q4 		$3.17M Sell
12,276
-899
-7% -$230K 0.87% 15
2025
Q3 		$3.35M Buy
13,175
+224
+2% +$55.6K 0.92% 12
2025
Q2 		$3.07M Sell
12,951
-4,130
-24% -$921K 0.96% 14
2025
Q1 		$3.79M Buy
17,081
+250
+1% +$59.7K 1.29% 10
2024
Q4 		$4.04M Buy
16,831
+1,678
+11% +$413K 1.37% 10
2024
Q3 		$3.59M Buy
15,153
+1,104
+8% +$251K 1.29% 10
2024
Q2 		$3.06M Buy
14,049
+197
+1% +$43.3K 1.23% 13
2024
Q1 		$3.17M Buy
13,852
+684
+5% +$147K 1.35% 10
2023
Q4 		$2.81M Buy
13,168
+2,255
+21% +$434K 1.35% 12
2023
Q3 		$2.06M Sell
10,913
-31
-0.3% -$6.18K 1.06% 18
2023
Q2 		$2.18M Buy
10,944
+120
+1% +$22.7K 1.12% 18
2023
Q1 		$2.05M Sell
10,824
-488
-4% -$94.6K 1.11% 19
2022
Q4 		$2.08M Sell
11,312
-2,812
-20% -$521K 1.2% 16
2022
Q3 		$2.41M Sell
14,124
-1,639
-10% -$309K 1.53% 10
2022
Q2 		$2.78M Sell
15,763
-4,552
-22% -$879K 1.77% 8
2022
Q1 		$4.32M Buy
+20,315
New +$4.28M 2.42% 3
2021
Q1 		$3.96M Buy
+18,504
New +$3.9M 2.36% 3
2019
Q4 		$1.77M Buy
10,705
+1,221
+13% +$194K 1.24% 8
2019
Q3 		$1.46M Sell
9,484
-1
-0% -$155 1.07% 9
2019
Q2 		$1.49M Buy
+9,485
New +$1.47M 1.15% 8
2017
Q3 		$1.38M Buy
9,792
+1,647
+20% +$224K 1.22% 7
2017
Q2 		$1.1M Buy
8,145
+491
+6% +$65.8K 1.02% 11
2017
Q1 		$1.02M Sell
7,654
-96
-1% -$12.7K 0.99% 14
2016
Q4 		$999K Buy
+7,750
New +$962K 1.05% 13

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Narus Financial Partners's VB Position: Q2 2026 in Review

Narus Financial Partners reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 5.1% in Q2 2026, selling an estimated $169K and leaving 11,065 shares worth $3.35M. The position accounts for 0.86% of the portfolio, ranked #19.

Narus Financial Partners first reported a position in VB in Q4 2016 and has held it in 26 quarters since. The position peaked at $4.32M in Q1 2022. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Narus Financial Partners held 11,065 shares of Vanguard Morningstar Small-Cap ETF worth $3.35M as of Q2 2026.
  • Narus Financial Partners sold 589 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $169K.
  • Vanguard Morningstar Small-Cap ETF made up 0.86% of Narus Financial Partners's portfolio in Q2 2026, its #19 holding.
  • Narus Financial Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2016 and has held it in 26 quarters since.
  • Narus Financial Partners's Vanguard Morningstar Small-Cap ETF position peaked at $4.32M in Q1 2022.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.