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

PUREfi Wealth’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$233K Buy
960
+1
+0.1% +$233 0.13% 190
2026
Q1 		$208K Buy
959
+2
+0.2% +$447 0.14% 177
2025
Q4 		$203K Buy
+957
New +$200K 0.16% 162
2025
Q1 		– Sell
-1,304
Closed -$258K – 177
2024
Q4 		$258K Buy
+1,304
New +$268K 0.25% 117

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PUREfi Wealth's VBR Position: Q2 2026 in Review

PUREfi Wealth increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.1% in Q2 2026, buying an estimated $233 and bringing the position to 960 shares worth $233K. The position accounts for 0.13% of the portfolio, ranked #190.

PUREfi Wealth first reported a position in VBR in Q4 2024 and has held it in 4 quarters since. The position peaked at $258K in Q4 2024. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • PUREfi Wealth held 960 shares of Vanguard Morningstar Small-Cap Value ETF worth $233K as of Q2 2026.
  • PUREfi Wealth bought 1 Vanguard Morningstar Small-Cap Value ETF share in Q2 2026, an estimated $233.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.13% of PUREfi Wealth's portfolio in Q2 2026, its #190 holding.
  • PUREfi Wealth first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2024 and has held it in 4 quarters since.
  • PUREfi Wealth's Vanguard Morningstar Small-Cap Value ETF position peaked at $258K in Q4 2024.
  • 1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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