Narus Financial Partners’s Vanguard 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 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 $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Narus Financial Partners increased its Vanguard Growth ETF (VUG) stake by 0.61% in Q1 2026, buying an estimated $4.67K and bringing the position to 9,960 shares worth $725K. The position accounts for 0.19% of the portfolio, ranked #78.

Narus Financial Partners first reported a position in VUG in Q2 2024 and has held it in 8 quarters since. The position peaked at $805K in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Narus Financial Partners held 9,960 shares of Vanguard Growth ETF worth $725K as of Q1 2026.
Narus Financial Partners bought 60 Vanguard Growth ETF shares in Q1 2026, an estimated $4.67K.
Vanguard Growth ETF made up 0.19% of Narus Financial Partners's portfolio in Q1 2026, its #78 holding.
Narus Financial Partners first reported a position in Vanguard Growth ETF in Q2 2024 and has held it in 8 quarters since.
Narus Financial Partners's Vanguard Growth ETF position peaked at $805K in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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