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Narus Financial Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Narus Financial Partners’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.33M Buy
78,625
+1,217
+2% +$94.3K 1.63% 6
2026
Q1 		$5.56M Buy
77,408
+1,288
+2% +$95.7K 1.46% 6
2025
Q4 		$5.52M Sell
76,120
-1,944
-2% -$141K 1.52% 6
2025
Q3 		$5.73M Buy
78,064
+7,700
+11% +$553K 1.57% 6
2025
Q2 		$4.92M Sell
70,364
-1,208
-2% -$79.3K 1.54% 6
2025
Q1 		$4.63M Buy
71,572
+692
+1% +$46.4K 1.57% 6
2024
Q4 		$4.68M Buy
70,880
+3,048
+4% +$207K 1.58% 5
2024
Q3 		$4.47M Buy
67,832
+6,860
+11% +$431K 1.6% 5
2024
Q2 		$3.69M Buy
60,972
+5,144
+9% +$313K 1.49% 8
2024
Q1 		$3.49M Buy
55,828
+5,216
+10% +$308K 1.49% 8
2023
Q4 		$2.94M Buy
50,612
+3,456
+7% +$185K 1.42% 11
2023
Q3 		$2.45M Buy
47,156
+2,576
+6% +$141K 1.26% 15
2023
Q2 		$2.45M Buy
44,580
+2,100
+5% +$110K 1.27% 14
2023
Q1 		$2.24M Buy
42,480
+4,652
+12% +$247K 1.21% 17
2022
Q4 		$1.93M Sell
37,828
-1,244
-3% -$63.4K 1.11% 18
2022
Q3 		$1.84M Buy
39,072
+892
+2% +$46.6K 1.16% 14
2022
Q2 		$1.88M Sell
38,180
-1,784
-4% -$96.4K 1.2% 13
2022
Q1 		$2.38M Buy
+39,964
New +$2.34M 1.33% 15
2021
Q1 		$2.11M Buy
+38,116
New +$2.07M 1.26% 10
2019
Q4 		$767K Buy
17,224
+264
+2% +$11.3K 0.54% 18
2019
Q3 		$711K Sell
16,960
-376
-2% -$15.7K 0.52% 17
2019
Q2 		$724K Buy
+17,336
New +$709K 0.56% 16
2017
Q3 		$883K Buy
24,020
+2,720
+13% +$98.1K 0.78% 19
2017
Q2 		$759K Sell
21,300
-1,548
-7% -$54.7K 0.7% 20
2017
Q1 		$795K Sell
22,848
-284
-1% -$9.76K 0.77% 20
2016
Q4 		$761K Buy
+23,132
New +$749K 0.8% 21

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Narus Financial Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.6% in Q2 2026, buying an estimated $94.3K and bringing the position to 78,625 shares worth $6.33M. The position accounts for 1.63% of the portfolio, ranked #6.

Narus Financial Partners first reported a position in VO in Q4 2016 and has held it in 26 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Narus Financial Partners held 78,625 shares of Vanguard Morningstar Mid-Cap ETF worth $6.33M as of Q2 2026.
  • Narus Financial Partners bought 1,217 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $94.3K.
  • Vanguard Morningstar Mid-Cap ETF made up 1.63% of Narus Financial Partners's portfolio in Q2 2026, its #6 holding.
  • Narus Financial Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2016 and has held it in 26 quarters since.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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