PUREfi Wealth
VBR icon

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
Q3 		$2.47M Buy
10,682
+9,722
+1,013% +$2.37M 1.15% 17
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mokosak Advisory Group
Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

PUREfi Wealth's VBR Position: Q3 2026 in Review

PUREfi Wealth increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 1,013% in Q3 2026, buying an estimated $2.37M and bringing the position to 10,682 shares worth $2.47M. The position accounts for 1.15% of the portfolio, ranked #17.

PUREfi Wealth first reported a position in VBR in Q4 2024 and has held it in 5 quarters since. 743 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

  • PUREfi Wealth held 10,682 shares of Vanguard Morningstar Small-Cap Value ETF worth $2.47M as of Q3 2026.
  • PUREfi Wealth bought 9,722 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $2.37M.
  • Vanguard Morningstar Small-Cap Value ETF made up 1.15% of PUREfi Wealth's portfolio in Q3 2026, its #17 holding.
  • PUREfi Wealth first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2024 and has held it in 5 quarters since.
  • 743 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

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