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Sound View Wealth Advisors Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Sound View Wealth Advisors Group’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
Q1 		$244K Buy
1,121
+4
+0.4% +$894 0.02% 376
2025
Q4 		$237K Buy
1,117
+32
+3% +$6.7K 0.02% 385
2025
Q3 		$226K Buy
1,085
+38
+4% +$7.77K 0.02% 403
2025
Q2 		$204K Sell
1,047
-29
-3% -$5.37K 0.02% 411
2025
Q1 		$200K Buy
+1,076
New +$213K 0.02% 400

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sound View Wealth Advisors Group's VBR Position: Q1 2026 in Review

Sound View Wealth Advisors Group increased its Vanguard Small-Cap Value ETF (VBR) stake by 0.36% in Q1 2026, buying an estimated $894 and bringing the position to 1,121 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #376.

Sound View Wealth Advisors Group first reported a position in VBR in Q1 2025 and has held it in 5 quarters since. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Sound View Wealth Advisors Group held 1,121 shares of Vanguard Small-Cap Value ETF worth $244K as of Q1 2026.
  • Sound View Wealth Advisors Group bought 4 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $894.
  • Vanguard Small-Cap Value ETF made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #376 holding.
  • Sound View Wealth Advisors Group first reported a position in Vanguard Small-Cap Value ETF in Q1 2025 and has held it in 5 quarters since.
  • 1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.