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PUREfi Wealth, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 2001520 BOSTON, MA

Position in VB

as of Mar 31, 2026 · filed Apr 28, 2026
Position Value
$202,988
-$57,568 QoQ
Shares Held
775
-34.0% QoQ
Ownership
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2024
3 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in VB Over Time

Shares Held

Position Value (USD)

All Filings in VB

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $202,988 775
2025-03-31 $260,556 1,175
2024-12-31 $282,329 1,175