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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

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

Narus Financial Partners increased its Vanguard Total Stock Market ETF (VTI) stake by 0.88% in Q1 2026, buying an estimated $42.3K and bringing the position to 14,426 shares worth $4.63M. The position accounts for 1.21% of the portfolio, ranked #8.

Narus Financial Partners first reported a position in VTI in Q4 2016 and has held it in 25 quarters since. The position peaked at $4.79M in Q4 2025. 3,553 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Narus Financial Partners held 14,426 shares of Vanguard Total Stock Market ETF worth $4.63M as of Q1 2026.
  • Narus Financial Partners bought 126 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $42.3K.
  • Vanguard Total Stock Market ETF made up 1.21% of Narus Financial Partners's portfolio in Q1 2026, its #8 holding.
  • Narus Financial Partners first reported a position in Vanguard Total Stock Market ETF in Q4 2016 and has held it in 25 quarters since.
  • Narus Financial Partners's Vanguard Total Stock Market ETF position peaked at $4.79M in Q4 2025.
  • 3,553 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

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