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 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

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

PUREfi Wealth's VBK Position: Q2 2026 in Review

PUREfi Wealth held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 1,040 shares worth $380K. The position accounts for 0.21% of the portfolio, ranked #133.

PUREfi Wealth first reported a position in VBK in Q4 2024 and has held it in 7 quarters since. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

PUREfi Wealth held 1,040 shares of Vanguard Morningstar Small-Cap Growth ETF worth $380K as of Q2 2026.
PUREfi Wealth left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 0.21% of PUREfi Wealth's portfolio in Q2 2026, its #133 holding.
PUREfi Wealth first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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