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Sound Income Strategies’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Sound Income Strategies’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.15M Buy
3,999
+742
+23% +$221K 0.05% 190
2026
Q2 		$987K Buy
3,257
+166
+5% +$47.6K 0.04% 211
2026
Q1 		$814K Buy
3,091
+620
+25% +$168K 0.04% 195
2025
Q4 		$681K Buy
2,471
+2,059
+500% +$527K 0.03% 216
2025
Q3 		$105K Sell
412
-89
-18% -$22.1K 0.01% 396
2025
Q2 		$119K Sell
501
-148
-23% -$33K 0.01% 360
2025
Q1 		$144K Buy
649
+20
+3% +$4.78K 0.01% 342
2024
Q4 		$151K Buy
629
+64
+11% +$15.7K 0.01% 289
2024
Q3 		$134K Buy
565
+458
+428% +$104K 0.01% 300
2024
Q2 		$23.4K Buy
107
+41
+62% +$9K ﹤0.01% 598
2024
Q1 		$15.1K Sell
66
-126
-66% -$27.1K ﹤0.01% 654
2023
Q4 		$41K Buy
+192
New +$37K ﹤0.01% 446
2023
Q3 		– Sell
-24
Closed -$4.77K – 1230
2023
Q2 		$4.77K Buy
+24
New +$4.54K ﹤0.01% 745
2023
Q1 		– Sell
-38
Closed -$6.97K – 1144
2022
Q4 		$6.97K Buy
38
+32
+533% +$5.93K ﹤0.01% 589
2022
Q3 		$1K Buy
6
+1
+20% +$189 ﹤0.01% 850
2022
Q2 		$1K Hold
5
– – ﹤0.01% 856
2022
Q1 		$1K Hold
5
– – ﹤0.01% 847
2021
Q4 		$1K Hold
5
– – ﹤0.01% 812
2021
Q3 		$1K Hold
5
– – ﹤0.01% 792
2021
Q2 		$1K Buy
+5
New +$1.11K ﹤0.01% 843
2020
Q3 		– Sell
-22
Closed -$3K – 945
2020
Q2 		$3K Hold
22
– – ﹤0.01% 604
2020
Q1 		$3K Hold
22
– – ﹤0.01% 547
2019
Q4 		$4K Hold
22
– – ﹤0.01% 500
2019
Q3 		$3K Hold
22
– – ﹤0.01% 511
2019
Q2 		$3K Sell
22
-836
-97% -$129K ﹤0.01% 521
2019
Q1 		$131K Buy
858
+795
+1,262% +$118K 0.06% 76
2018
Q4 		$8K Sell
63
-819
-93% -$119K ﹤0.01% 375
2018
Q3 		$143K Buy
882
+819
+1,300% +$132K 0.07% 70
2018
Q2 		$10K Hold
63
– – 0.01% 318
2018
Q1 		$9K Buy
63
+22
+54% +$3.28K 0.01% 307
2017
Q4 		$6K Buy
+41
New +$5.93K ﹤0.01% 305

Other funds holding VB

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return

Sound Income Strategies's VB Position: Q3 2026 in Review

Sound Income Strategies increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 23% in Q3 2026, buying an estimated $221K and bringing the position to 3,999 shares worth $1.15M. The position accounts for 0.05% of the portfolio, ranked #190.

Sound Income Strategies first reported a position in VB in Q4 2017 and has held it in 31 quarters since. 152 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Sound Income Strategies held 3,999 shares of Vanguard Morningstar Small-Cap ETF worth $1.15M as of Q3 2026.
  • Sound Income Strategies bought 742 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $221K.
  • Vanguard Morningstar Small-Cap ETF made up 0.05% of Sound Income Strategies's portfolio in Q3 2026, its #190 holding.
  • Sound Income Strategies first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2017 and has held it in 31 quarters since.
  • 152 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Sound Income Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.