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

Narus Financial Partners’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.25M Buy
6,324
+154
+2% +$29.8K 0.32% 57
2026
Q1 		$1.14M Buy
6,170
+2,521
+69% +$471K 0.3% 57
2025
Q4 		$647K Sell
3,649
-385
-10% -$67.4K 0.18% 80
2025
Q3 		$704K Buy
4,034
+897
+29% +$153K 0.19% 77
2025
Q2 		$516K Sell
3,137
-878
-22% -$139K 0.16% 82
2025
Q1 		$644K Sell
4,015
-3,200
-44% -$523K 0.22% 66
2024
Q4 		$1.17M Buy
7,215
+3,457
+92% +$583K 0.39% 44
2024
Q3 		$630K Sell
3,758
-189
-5% -$30K 0.23% 65
2024
Q2 		$594K Sell
3,947
-489
-11% -$74.2K 0.24% 65
2024
Q1 		$692K Sell
4,436
-274
-6% -$40.2K 0.3% 62
2023
Q4 		$683K Buy
4,710
+426
+10% +$57.2K 0.33% 59
2023
Q3 		$561K Sell
4,284
-58
-1% -$8.03K 0.29% 59
2023
Q2 		$601K Sell
4,342
-379
-8% -$50.5K 0.31% 53
2023
Q1 		$633K Buy
4,721
+211
+5% +$29.3K 0.34% 55
2022
Q4 		$610K Buy
4,510
+531
+13% +$71.2K 0.35% 49
2022
Q3 		$485K Sell
3,979
-1,416
-26% -$192K 0.31% 56
2022
Q2 		$699K Buy
5,395
+1,354
+34% +$192K 0.45% 41
2022
Q1 		$605K Buy
+4,041
New +$594K 0.34% 51
2021
Q1 		$249K Buy
+1,844
New +$236K 0.15% 89
2019
Q4 		$201K Buy
+1,685
New +$194K 0.14% 78
2017
Q3 		$272K Buy
2,573
+199
+8% +$20.7K 0.24% 65
2017
Q2 		$244K Buy
2,374
+9
+0.4% +$920 0.23% 67
2017
Q1 		$241K Sell
2,365
-140
-6% -$14.1K 0.23% 64
2016
Q4 		$243K Buy
+2,505
New +$238K 0.26% 60

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Narus Financial Partners increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 2.5% in Q2 2026, buying an estimated $29.8K and bringing the position to 6,324 shares worth $1.25M. The position accounts for 0.32% of the portfolio, ranked #57.

Narus Financial Partners first reported a position in VOE in Q4 2016 and has held it in 24 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Narus Financial Partners held 6,324 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.25M as of Q2 2026.
  • Narus Financial Partners bought 154 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $29.8K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.32% of Narus Financial Partners's portfolio in Q2 2026, its #57 holding.
  • Narus Financial Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2016 and has held it in 24 quarters since.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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