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Pure Financial Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Pure Financial Advisors’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$413K Sell
1,129
-122
-10% -$41.6K 0.01% 418
2026
Q1 		$378K Sell
1,251
-464
-27% -$146K 0.01% 400
2025
Q4 		$518K Buy
1,715
+9
+0.5% +$2.71K 0.01% 305
2025
Q3 		$508K Sell
1,706
-114
-6% -$32.9K 0.01% 303
2025
Q2 		$504K Sell
1,820
-91
-5% -$23.4K 0.01% 292
2025
Q1 		$481K Buy
1,911
+249
+15% +$69K 0.01% 244
2024
Q4 		$465K Buy
1,662
+704
+73% +$199K 0.01% 225
2024
Q3 		$256K Buy
+958
New +$245K 0.01% 292
2024
Q2 		– Sell
-882
Closed -$230K – 330
2024
Q1 		$230K Buy
+882
New +$217K 0.01% 282

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Pure Financial Advisors's VBK Position: Q2 2026 in Review

Pure Financial Advisors reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 9.8% in Q2 2026, selling an estimated $41.6K and leaving 1,129 shares worth $413K. The position accounts for 0.01% of the portfolio, ranked #418.

Pure Financial Advisors first reported a position in VBK in Q1 2024 and has held it in 9 quarters since. The position peaked at $518K in Q4 2025. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Pure Financial Advisors held 1,129 shares of Vanguard Morningstar Small-Cap Growth ETF worth $413K as of Q2 2026.
  • Pure Financial Advisors sold 122 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $41.6K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #418 holding.
  • Pure Financial Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
  • Pure Financial Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $518K in Q4 2025.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.