PUREfi Wealth’s Vanguard 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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

PUREfi Wealth's VBK Position: Q1 2026 in Review

PUREfi Wealth held its Vanguard Small-Cap Growth ETF (VBK) position steady in Q1 2026 at 1,040 shares worth $314K. The position accounts for 0.21% of the portfolio, ranked #131.

PUREfi Wealth first reported a position in VBK in Q4 2024 and has held it in 6 quarters since. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

PUREfi Wealth held 1,040 shares of Vanguard Small-Cap Growth ETF worth $314K as of Q1 2026.
PUREfi Wealth left its Vanguard Small-Cap Growth ETF share count unchanged in Q1 2026.
Vanguard Small-Cap Growth ETF made up 0.21% of PUREfi Wealth's portfolio in Q1 2026, its #131 holding.
PUREfi Wealth first reported a position in Vanguard Small-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on PUREfi Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.