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Narus Financial Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Narus Financial Partners’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.25M Sell
14,176
-250
-2% -$89.4K 1.35% 8
2026
Q1 		$4.63M Buy
14,426
+126
+0.9% +$42.3K 1.21% 8
2025
Q4 		$4.79M Buy
14,300
+45
+0.3% +$15K 1.32% 8
2025
Q3 		$4.68M Buy
14,255
+150
+1% +$47.4K 1.28% 8
2025
Q2 		$4.29M Buy
14,105
+407
+3% +$114K 1.34% 7
2025
Q1 		$3.76M Sell
13,698
-491
-3% -$143K 1.28% 11
2024
Q4 		$4.11M Buy
14,189
+72
+0.5% +$21K 1.39% 9
2024
Q3 		$4M Sell
14,117
-45
-0.3% -$12.3K 1.43% 8
2024
Q2 		$3.79M Sell
14,162
-334
-2% -$86.4K 1.53% 6
2024
Q1 		$3.77M Buy
14,496
+232
+2% +$57.4K 1.61% 5
2023
Q4 		$3.38M Sell
14,264
-456
-3% -$101K 1.63% 8
2023
Q3 		$3.13M Buy
14,720
+6
+0% +$1.33K 1.6% 7
2023
Q2 		$3.24M Buy
14,714
+220
+2% +$45.9K 1.67% 7
2023
Q1 		$2.96M Buy
14,494
+29
+0.2% +$5.8K 1.6% 9
2022
Q4 		$2.77M Sell
14,465
-1,887
-12% -$364K 1.6% 6
2022
Q3 		$2.93M Buy
16,352
+1,253
+8% +$250K 1.86% 4
2022
Q2 		$2.85M Buy
15,099
+2,112
+16% +$434K 1.81% 7
2022
Q1 		$2.96M Buy
+12,987
New +$2.92M 1.65% 8
2021
Q1 		$2.9M Buy
+14,040
New +$2.84M 1.73% 6
2019
Q4 		$2.64M Sell
16,142
-102
-0.6% -$16K 1.85% 3
2019
Q3 		$2.45M Sell
16,244
-73
-0.4% -$11K 1.8% 3
2019
Q2 		$2.45M Buy
+16,317
New +$2.4M 1.89% 3
2017
Q3 		$2.23M Buy
17,228
+4
+0% +$507 1.96% 3
2017
Q2 		$2.14M Sell
17,224
-36
-0.2% -$4.44K 1.99% 2
2017
Q1 		$2.09M Sell
17,260
-62
-0.4% -$7.42K 2.02% 2
2016
Q4 		$2M Buy
+17,322
New +$1.95M 2.11% 2

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Narus Financial Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.7% in Q2 2026, selling an estimated $89.4K and leaving 14,176 shares worth $5.25M. The position accounts for 1.35% of the portfolio, ranked #8.

Narus Financial Partners first reported a position in VTI in Q4 2016 and has held it in 26 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Narus Financial Partners held 14,176 shares of Vanguard Morningstar Total Stock Market ETF worth $5.25M as of Q2 2026.
  • Narus Financial Partners sold 250 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $89.4K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.35% of Narus Financial Partners's portfolio in Q2 2026, its #8 holding.
  • Narus Financial Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2016 and has held it in 26 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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