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PUREfi Wealth’s Vanguard 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
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 $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PUREfi Wealth's VBR Position: Q1 2026 in Review

PUREfi Wealth increased its Vanguard Small-Cap Value ETF (VBR) stake by 0.21% in Q1 2026, buying an estimated $447 and bringing the position to 959 shares worth $208K. The position accounts for 0.14% of the portfolio, ranked #177.

PUREfi Wealth first reported a position in VBR in Q4 2024 and has held it in 3 quarters since. The position peaked at $258K in Q4 2024. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • PUREfi Wealth held 959 shares of Vanguard Small-Cap Value ETF worth $208K as of Q1 2026.
  • PUREfi Wealth bought 2 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $447.
  • Vanguard Small-Cap Value ETF made up 0.14% of PUREfi Wealth's portfolio in Q1 2026, its #177 holding.
  • PUREfi Wealth first reported a position in Vanguard Small-Cap Value ETF in Q4 2024 and has held it in 3 quarters since.
  • PUREfi Wealth's Vanguard Small-Cap Value ETF position peaked at $258K in Q4 2024.
  • 1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

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