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

PUREfi Wealth’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 Q3	$351K	Hold	1,040	–	–	0.16%	154
2026 Q2	$380K	Hold	1,040	–	–	0.21%	133
2026 Q1	$314K	Hold	1,040	–	–	0.21%	131
2025 Q4	$314K	Buy	1,040 +1	+0.1%	+$302	0.24%	113
2025 Q3	$309K	Hold	1,039	–	–	0.24%	114
2025 Q2	$288K	Hold	1,039	–	–	0.23%	115
2025 Q1	$262K	Sell	1,039 -58	-5%	-$16.1K	0.26%	104
2024 Q4	$307K	Buy	+1,097	New	+$310K	0.3%	95

Other funds holding VBK

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Vision Capital Management Portland, Oregon $882M AUM 19.09% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PUREfi Wealth's VBK Position: Q3 2026 in Review

PUREfi Wealth held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q3 2026 at 1,040 shares worth $351K. The position accounts for 0.16% of the portfolio, ranked #154.

PUREfi Wealth first reported a position in VBK in Q4 2024 and has held it in 8 quarters since. The position peaked at $380K in Q2 2026. 306 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

PUREfi Wealth held 1,040 shares of Vanguard Morningstar Small-Cap Growth ETF worth $351K as of Q3 2026.
PUREfi Wealth left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 0.16% of PUREfi Wealth's portfolio in Q3 2026, its #154 holding.
PUREfi Wealth first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2024 and has held it in 8 quarters since.
PUREfi Wealth's Vanguard Morningstar Small-Cap Growth ETF position peaked at $380K in Q2 2026.
306 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.