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

Sound View Wealth Advisors’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
2019 Q1	$203K	Buy	+1,331	New	+$198K	0.06%	241

Other funds holding VB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sound View Wealth Advisors's VB Position: Q1 2019 in Review

Sound View Wealth Advisors opened a new position in Vanguard Small-Cap ETF (VB) in Q1 2019: 1,331 shares worth $203K. The stake represents 0.06% of the portfolio and ranks #241 among its holdings.

956 funds tracked by Wall St. Rank hold VB as of Q1 2019.

Sound View Wealth Advisors held 1,331 shares of Vanguard Small-Cap ETF worth $203K as of Q1 2019.
Vanguard Small-Cap ETF was a new Sound View Wealth Advisors position in Q1 2019.
Vanguard Small-Cap ETF made up 0.06% of Sound View Wealth Advisors's portfolio in Q1 2019, its #241 holding.
956 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.