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

Narus Financial Partners’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$575K Buy
2,366
+122
+5% +$28.4K 0.15% 97
2026
Q1 		$488K Sell
2,244
-198
-8% -$44.3K 0.13% 103
2025
Q4 		$517K Sell
2,442
-52
-2% -$10.9K 0.14% 93
2025
Q3 		$521K Buy
2,494
+177
+8% +$36.2K 0.14% 91
2025
Q2 		$452K Buy
2,317
+192
+9% +$35.5K 0.14% 89
2025
Q1 		$396K Sell
2,125
-42
-2% -$8.3K 0.13% 94
2024
Q4 		$430K Sell
2,167
-207
-9% -$42.5K 0.15% 90
2024
Q3 		$477K Sell
2,374
-15
-0.6% -$2.88K 0.17% 81
2024
Q2 		$436K Sell
2,389
-288
-11% -$53.2K 0.18% 84
2024
Q1 		$514K Sell
2,677
-139
-5% -$25.1K 0.22% 72
2023
Q4 		$507K Sell
2,816
-344
-11% -$56.2K 0.24% 69
2023
Q3 		$504K Sell
3,160
-364
-10% -$60.9K 0.26% 62
2023
Q2 		$583K Sell
3,524
-687
-16% -$108K 0.3% 56
2023
Q1 		$669K Sell
4,211
-189
-4% -$31.3K 0.36% 52
2022
Q4 		$699K Buy
4,400
+849
+24% +$135K 0.4% 43
2022
Q3 		$509K Sell
3,551
-1,848
-34% -$294K 0.32% 52
2022
Q2 		$809K Buy
5,399
+1,190
+28% +$195K 0.52% 37
2022
Q1 		$741K Buy
+4,209
New +$732K 0.41% 42
2021
Q1 		$329K Buy
+1,990
New +$313K 0.2% 62
2017
Q3 		$305K Buy
2,389
+301
+14% +$37.1K 0.27% 59
2017
Q2 		$257K Buy
2,088
+30
+1% +$3.67K 0.24% 60
2017
Q1 		$253K Sell
2,058
-176
-8% -$21.6K 0.24% 58
2016
Q4 		$270K Buy
+2,234
New +$256K 0.28% 52

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Narus Financial Partners increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 5.4% in Q2 2026, buying an estimated $28.4K and bringing the position to 2,366 shares worth $575K. The position accounts for 0.15% of the portfolio, ranked #97.

Narus Financial Partners first reported a position in VBR in Q4 2016 and has held it in 23 quarters since. The position peaked at $809K in Q2 2022. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Narus Financial Partners held 2,366 shares of Vanguard Morningstar Small-Cap Value ETF worth $575K as of Q2 2026.
  • Narus Financial Partners bought 122 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $28.4K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.15% of Narus Financial Partners's portfolio in Q2 2026, its #97 holding.
  • Narus Financial Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2016 and has held it in 23 quarters since.
  • Narus Financial Partners's Vanguard Morningstar Small-Cap Value ETF position peaked at $809K in Q2 2022.
  • 1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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