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Narus Financial Partners’s Vanguard 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
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

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Narus Financial Partners's VO Position: Q1 2026 in Review

Narus Financial Partners increased its Vanguard Mid-Cap ETF (VO) stake by 1.7% in Q1 2026, buying an estimated $95.7K and bringing the position to 77,408 shares worth $5.56M. The position accounts for 1.46% of the portfolio, ranked #6.

Narus Financial Partners first reported a position in VO in Q4 2016 and has held it in 25 quarters since. The position peaked at $5.73M in Q3 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Narus Financial Partners held 77,408 shares of Vanguard Mid-Cap ETF worth $5.56M as of Q1 2026.
  • Narus Financial Partners bought 1,288 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $95.7K.
  • Vanguard Mid-Cap ETF made up 1.46% of Narus Financial Partners's portfolio in Q1 2026, its #6 holding.
  • Narus Financial Partners first reported a position in Vanguard Mid-Cap ETF in Q4 2016 and has held it in 25 quarters since.
  • Narus Financial Partners's Vanguard Mid-Cap ETF position peaked at $5.73M in Q3 2025.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Narus Financial Partners's 13F filing for Q1 2026, filed 21 Apr 2026.