SVWAG
VBK icon

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

Sound View Wealth Advisors Group’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$436K Hold
1,193
– – 0.03% 305
2026
Q1 		$361K Hold
1,193
– – 0.02% 318
2025
Q4 		$360K Hold
1,193
– – 0.02% 321
2025
Q3 		$355K Hold
1,193
– – 0.02% 325
2025
Q2 		$330K Hold
1,193
– – 0.02% 329
2025
Q1 		$300K Hold
1,193
– – 0.02% 331
2024
Q4 		$334K Sell
1,193
-11
-0.9% -$3.11K 0.03% 323
2024
Q3 		$322K Buy
1,204
+11
+0.9% +$2.82K 0.03% 325
2024
Q2 		$298K Hold
1,193
– – 0.03% 301
2024
Q1 		$311K Hold
1,193
– – 0.03% 302
2023
Q4 		$288K Sell
1,193
-10
-0.8% -$2.17K 0.03% 315
2023
Q3 		$258K Buy
1,203
+10
+0.8% +$2.27K 0.03% 312
2023
Q2 		$274K Hold
1,193
– – 0.04% 300
2023
Q1 		$258K Hold
1,193
– – 0.04% 308
2022
Q4 		$288K Hold
1,193
– – 0.03% 315
2022
Q3 		$233K Hold
1,193
– – 0.05% 242
2022
Q2 		$235K Hold
1,193
– – 0.05% 254
2022
Q1 		$296K Hold
1,193
– – 0.06% 244
2021
Q4 		$336K Hold
1,193
– – 0.06% 221
2021
Q3 		$334K Hold
1,193
– – 0.07% 215
2021
Q2 		$346K Hold
1,193
– – 0.07% 214
2021
Q1 		$328K Hold
1,193
– – 0.08% 205
2020
Q4 		$319K Sell
1,193
-14
-1% -$3.39K 0.08% 195
2020
Q3 		$259K Hold
1,207
– – 0.07% 209
2020
Q2 		$241K Buy
+1,207
New +$218K 0.07% 209
2020
Q1 		– Sell
-1,007
Closed -$200K – 238
2019
Q4 		$200K Buy
+1,007
New +$191K 0.06% 235

Other funds holding VBK

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Sound View Wealth Advisors Group held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 1,193 shares worth $436K. The position accounts for 0.03% of the portfolio, ranked #305.

Sound View Wealth Advisors Group first reported a position in VBK in Q4 2019 and has held it in 26 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Sound View Wealth Advisors Group held 1,193 shares of Vanguard Morningstar Small-Cap Growth ETF worth $436K as of Q2 2026.
  • Sound View Wealth Advisors Group left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.03% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #305 holding.
  • Sound View Wealth Advisors Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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