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Narus Financial Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Narus Financial Partners’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.55M Sell
3,718
-674
-15% -$449K 0.66% 27
2026
Q1 		$2.62M Buy
4,392
+71
+2% +$44.4K 0.69% 23
2025
Q4 		$2.71M Sell
4,321
-95
-2% -$59K 0.75% 19
2025
Q3 		$2.7M Buy
4,416
+872
+25% +$514K 0.74% 21
2025
Q2 		$2.01M Sell
3,544
-650
-15% -$342K 0.63% 33
2025
Q1 		$2.16M Buy
4,194
+29
+0.7% +$15.7K 0.73% 28
2024
Q4 		$2.24M Hold
4,165
– – 0.76% 29
2024
Q3 		$2.2M Buy
4,165
+174
+4% +$88.4K 0.79% 22
2024
Q2 		$2M Buy
3,991
+288
+8% +$139K 0.8% 23
2024
Q1 		$1.78M Buy
3,703
+987
+36% +$452K 0.76% 25
2023
Q4 		$1.19M Buy
2,716
+548
+25% +$224K 0.57% 37
2023
Q3 		$851K Buy
2,168
+265
+14% +$108K 0.44% 41
2023
Q2 		$775K Buy
1,903
+27
+1% +$10.4K 0.4% 48
2023
Q1 		$706K Buy
1,876
+752
+67% +$276K 0.38% 48
2022
Q4 		$395K Sell
1,124
-81
-7% -$28.6K 0.23% 72
2022
Q3 		$396K Buy
1,205
+585
+94% +$214K 0.25% 64
2022
Q2 		$215K Buy
620
+81
+15% +$30.5K 0.14% 103
2022
Q1 		$224K Buy
+539
New +$221K 0.13% 102

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Narus Financial Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 15% in Q2 2026, selling an estimated $449K and leaving 3,718 shares worth $2.55M. The position accounts for 0.66% of the portfolio, ranked #27.

Narus Financial Partners first reported a position in VOO in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.71M in Q4 2025. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Narus Financial Partners held 3,718 shares of Vanguard S&P 500 ETF worth $2.55M as of Q2 2026.
  • Narus Financial Partners sold 674 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $449K.
  • Vanguard S&P 500 ETF made up 0.66% of Narus Financial Partners's portfolio in Q2 2026, its #27 holding.
  • Narus Financial Partners first reported a position in Vanguard S&P 500 ETF in Q1 2022 and has held it in 18 quarters since.
  • Narus Financial Partners's Vanguard S&P 500 ETF position peaked at $2.71M in Q4 2025.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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