Narus Financial Partners’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Narus Financial Partners’s Portfolio VOT Stock Details VOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-854	Closed	-$208K	–	158
2024 Q3	$208K	Buy	+854	New	+$199K	0.07%	146
2024 Q2	–	Sell	-852	Closed	-$201K	–	154
2024 Q1	$201K	Buy	+852	New	+$191K	0.09%	140
2022 Q2	–	Sell	-981	Closed	-$219K	–	125
2022 Q1	$219K	Buy	+981	New	+$217K	0.12%	105
2021 Q1	$240K	Buy	+1,117	New	+$242K	0.14%	92
2019 Q4	$214K	Buy	+1,350	New	+$206K	0.15%	74
2019 Q3	–	Sell	-1,350	Closed	-$202K	–	73
2019 Q2	$202K	Buy	+1,350	New	+$197K	0.16%	71

Other funds holding VOT

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Narus Financial Partners's VOT Position: Q4 2024 in Review

Narus Financial Partners sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q4 2024, closing a stake of 854 shares — an estimated $208K sold.

Narus Financial Partners first reported a position in VOT in Q2 2019 and held it in 6 quarters. The position peaked at $240K in Q1 2021. 976 funds tracked by Wall St. Rank hold VOT as of Q4 2024.

Narus Financial Partners reported no remaining Vanguard Mid-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
Narus Financial Partners sold 854 Vanguard Mid-Cap Growth ETF shares in Q4 2024, an estimated $208K.
Narus Financial Partners first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2019 and held it in 6 quarters.
Narus Financial Partners's Vanguard Mid-Cap Growth ETF position peaked at $240K in Q1 2021.
976 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2024.

Based on Narus Financial Partners's 13F filing for Q4 2024, filed 23 Jan 2025.