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PUREfi Wealth’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

PUREfi Wealth’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$235K Hold
775
– – 0.13% 189
2026
Q1 		$203K Buy
+775
New +$210K 0.13% 183
2025
Q2 		– Sell
-1,175
Closed -$261K – 164
2025
Q1 		$261K Hold
1,175
– – 0.26% 105
2024
Q4 		$282K Buy
+1,175
New +$289K 0.28% 106

Other funds holding VB

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PUREfi Wealth's VB Position: Q2 2026 in Review

PUREfi Wealth held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 775 shares worth $235K. The position accounts for 0.13% of the portfolio, ranked #189.

PUREfi Wealth first reported a position in VB in Q4 2024 and has held it in 4 quarters since. The position peaked at $282K in Q4 2024. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • PUREfi Wealth held 775 shares of Vanguard Morningstar Small-Cap ETF worth $235K as of Q2 2026.
  • PUREfi Wealth left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.13% of PUREfi Wealth's portfolio in Q2 2026, its #189 holding.
  • PUREfi Wealth first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 4 quarters since.
  • PUREfi Wealth's Vanguard Morningstar Small-Cap ETF position peaked at $282K in Q4 2024.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on PUREfi Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.