Sound Income Strategies, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1730960
Ft Lauderdale, FL
Position in VB
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$809,594
+$172,200 QoQ
Shares Held
3,091
+25.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $809,594 | 3,091 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $637,394 | 2,471 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $104,763 | 412 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $118,726 | 501 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $143,915 | 649 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $151,136 | 629 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $134,023 | 565 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $23,330 | 107 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $15,086 | 66 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $40,959 | 192 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $4,773 | 24 | Shares | Sole | 2023-07-10 | |
| 2022-12-31 | $6,974 | 38 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $1,025 | 6 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $880 | 5 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $1,062 | 5 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $1,130 | 5 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $1,093 | 5 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,126 | 5 | Shares | Sole | 2021-07-13 | |
| 2020-06-30 | $3,205 | 22 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $2,539 | 22 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||