Narus Financial Partners
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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
Q3 		$2.97M Sell
10,452
-613
-6% -$183K 0.79% 22
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

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Narus Financial Partners's VB Position: Q3 2026 in Review

Narus Financial Partners reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 5.5% in Q3 2026, selling an estimated $183K and leaving 10,452 shares worth $2.97M. The position accounts for 0.79% of the portfolio, ranked #22.

Narus Financial Partners first reported a position in VB in Q4 2016 and has held it in 27 quarters since. The position peaked at $4.32M in Q1 2022. 1,066 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Narus Financial Partners held 10,452 shares of Vanguard Morningstar Small-Cap ETF worth $2.97M as of Q3 2026.
  • Narus Financial Partners sold 613 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $183K.
  • Vanguard Morningstar Small-Cap ETF made up 0.79% of Narus Financial Partners's portfolio in Q3 2026, its #22 holding.
  • Narus Financial Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2016 and has held it in 27 quarters since.
  • Narus Financial Partners's Vanguard Morningstar Small-Cap ETF position peaked at $4.32M in Q1 2022.
  • 1,066 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Narus Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.