Narus Financial Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.22M	Buy	14,199 +4,239	+43%	+$357K	0.31%	60
2026 Q1	$725K	Buy	9,960 +60	+0.6%	+$4.67K	0.19%	78
2025 Q4	$805K	Buy	9,900 +186	+2%	+$15.1K	0.22%	68
2025 Q3	$776K	Buy	9,714 +258	+3%	+$19.7K	0.21%	71
2025 Q2	$691K	Buy	9,456 +2,742	+41%	+$181K	0.22%	72
2025 Q1	$415K	Sell	6,714 -1,878	-22%	-$127K	0.14%	89
2024 Q4	$588K	Buy	8,592 +960	+13%	+$64.5K	0.2%	68
2024 Q3	$488K	Buy	7,632 +1,140	+18%	+$70.7K	0.18%	80
2024 Q2	$405K	Buy	+6,492	New	+$379K	0.16%	88

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Narus Financial Partners increased its Vanguard Morningstar Growth ETF (VUG) stake by 43% in Q2 2026, buying an estimated $357K and bringing the position to 14,199 shares worth $1.22M. The position accounts for 0.31% of the portfolio, ranked #60.

Narus Financial Partners first reported a position in VUG in Q2 2024 and has held it in 9 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Narus Financial Partners held 14,199 shares of Vanguard Morningstar Growth ETF worth $1.22M as of Q2 2026.
Narus Financial Partners bought 4,239 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $357K.
Vanguard Morningstar Growth ETF made up 0.31% of Narus Financial Partners's portfolio in Q2 2026, its #60 holding.
Narus Financial Partners first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 9 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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