Narus Financial Partners’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$258K	Hold	750	–	–	0.07%	150
2026 Q1	$224K	Hold	750	–	–	0.06%	154
2025 Q4	$236K	Hold	750	–	–	0.07%	148
2025 Q3	$231K	Hold	750	–	–	0.06%	157
2025 Q2	$214K	Buy	+750	New	+$198K	0.07%	151
2025 Q1	–	Sell	-750	Closed	-$202K	–	160
2024 Q4	$202K	Buy	+750	New	+$203K	0.07%	145

Other funds holding VV

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Narus Financial Partners held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 750 shares worth $258K. The position accounts for 0.07% of the portfolio, ranked #150.

Narus Financial Partners first reported a position in VV in Q4 2024 and has held it in 6 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Narus Financial Partners held 750 shares of Vanguard Morningstar Large-Cap ETF worth $258K as of Q2 2026.
Narus Financial Partners left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.07% of Narus Financial Partners's portfolio in Q2 2026, its #150 holding.
Narus Financial Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 6 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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