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Sound View Wealth Advisors Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Sound View Wealth Advisors Group’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
Q2 		$312K Sell
1,028
-7
-0.7% -$2.01K 0.02% 352
2026
Q1 		$271K Sell
1,035
-564
-35% -$153K 0.02% 360
2025
Q4 		$412K Sell
1,599
-179
-10% -$45.9K 0.03% 302
2025
Q3 		$452K Sell
1,778
-164
-8% -$40.7K 0.03% 283
2025
Q2 		$460K Sell
1,942
-965
-33% -$215K 0.03% 277
2025
Q1 		$645K Sell
2,907
-808
-22% -$193K 0.05% 226
2024
Q4 		$893K Sell
3,715
-422
-10% -$104K 0.07% 194
2024
Q3 		$981K Buy
4,137
+213
+5% +$48.4K 0.08% 180
2024
Q2 		$856K Sell
3,924
-1,394
-26% -$306K 0.09% 172
2024
Q1 		$1.22M Sell
5,318
-319
-6% -$68.6K 0.13% 149
2023
Q4 		$1.2M Buy
5,637
+555
+11% +$107K 0.13% 144
2023
Q3 		$961K Buy
5,082
+614
+14% +$122K 0.12% 147
2023
Q2 		$889K Buy
4,468
+93
+2% +$17.6K 0.12% 160
2023
Q1 		$829K Sell
4,375
-1,262
-22% -$245K 0.11% 166
2022
Q4 		$1.2M Buy
5,637
+2,924
+108% +$542K 0.13% 144
2022
Q3 		$464K Buy
2,713
+6
+0.2% +$1.13K 0.1% 170
2022
Q2 		$477K Sell
2,707
-1,077
-28% -$208K 0.1% 170
2022
Q1 		$804K Buy
3,784
+241
+7% +$50.7K 0.15% 127
2021
Q4 		$801K Buy
3,543
+969
+38% +$220K 0.15% 137
2021
Q3 		$563K Buy
2,574
+177
+7% +$39.3K 0.12% 155
2021
Q2 		$540K Buy
2,397
+121
+5% +$26.8K 0.11% 163
2021
Q1 		$487K Buy
+2,276
New +$479K 0.11% 163
2019
Q3 		– Sell
-1,317
Closed -$206K – 249
2019
Q2 		$206K Buy
+1,317
New +$204K 0.06% 238

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Sound View Wealth Advisors Group's VB Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.68% in Q2 2026, selling an estimated $2.01K and leaving 1,028 shares worth $312K. The position accounts for 0.02% of the portfolio, ranked #352.

Sound View Wealth Advisors Group first reported a position in VB in Q2 2019 and has held it in 23 quarters since. The position peaked at $1.22M in Q1 2024. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Sound View Wealth Advisors Group held 1,028 shares of Vanguard Morningstar Small-Cap ETF worth $312K as of Q2 2026.
  • Sound View Wealth Advisors Group sold 7 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $2.01K.
  • Vanguard Morningstar Small-Cap ETF made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #352 holding.
  • Sound View Wealth Advisors Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2019 and has held it in 23 quarters since.
  • Sound View Wealth Advisors Group's Vanguard Morningstar Small-Cap ETF position peaked at $1.22M in Q1 2024.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.