Narus Financial Partners, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1698091
SALT LAKE CITY, UT
Position in VB
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$3,052,415
-$114,179 QoQ
Shares Held
11,654
-5.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,052,415 | 11,654 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,166,594 | 12,276 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,350,139 | 13,175 | Shares | Sole | 2026-02-09 | |
| 2025-06-30 | $3,069,127 | 12,951 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $3,787,711 | 17,081 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,044,152 | 16,831 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $3,594,443 | 15,153 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $3,063,243 | 14,049 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $3,166,428 | 13,852 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $2,809,129 | 13,168 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $2,063,320 | 10,913 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $2,176,652 | 10,944 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $2,051,797 | 10,824 | Shares | Sole | 2023-06-27 | |
| 2022-12-31 | $2,076,204 | 11,312 | Shares | Sole | 2023-10-12 | |
| 2022-09-30 | $2,413,932 | 14,124 | Shares | Sole | 2023-10-12 | |
| 2022-06-30 | $2,776,021 | 15,763 | Shares | Sole | 2023-10-12 | |
| 2022-03-31 | $4,317,343 | 20,315 | Shares | Sole | 2023-09-12 | |
| 2021-03-31 | $3,961,336 | 18,504 | Shares | Sole | 2024-03-07 | |
| No filing history on record for this holder in this stock. | ||||||