Sound View Wealth Advisors Group, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1784777 SAVANNAH, GA

Position in VB

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$311,607

+$40,520 QoQ

Shares Held

1,028

-0.7% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#287

of 353 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 83% Shared 0% None 17%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$311,607	1,028	-0.7%	Shares	Sole	2026-08-11
2026-03-31	$271,087	1,035	-35.3%	Shares	Sole	2026-05-06
2025-12-31	$412,462	1,599	-10.1%	Shares	Sole	2026-01-08
2025-09-30	$452,109	1,778	-8.4%	Shares	Sole	2025-11-10
2025-06-30	$460,215	1,942	-33.2%	Shares	Sole	2025-08-07
2025-03-31	$644,627	2,907	-21.7%	Shares	Sole	2025-05-08
2024-12-31	$892,640	3,715	-10.2%	Shares	Sole	2025-02-07
2024-09-30	$981,337	4,137	+5.4%	Shares	Sole	2024-11-12
2024-06-30	$855,588	3,924	-26.2%	Shares	Sole	2024-08-05
2024-03-31	$1,215,641	5,318	-5.7%	Shares	Sole	2024-05-09
2023-12-31	$1,202,541	5,637	+10.9%	Shares	Sole	2024-02-08
2023-09-30	$960,853	5,082	+13.7%	Shares	Sole	2023-11-07
2023-06-30	$888,640	4,468	+2.1%	Shares	Sole	2023-08-08
2023-03-31	$829,325	4,375	-22.4%	Shares	Sole	2023-05-12
2022-12-31	$1,034,614	5,637	+107.8%	Shares	Sole	2024-02-13
2022-09-30	$463,678	2,713	+0.2%	Shares	Sole	2022-11-08
2022-06-30	$476,729	2,707	-28.5%	Shares	Sole	2022-08-05
2022-03-31	$804,175	3,784	+6.8%	Shares	Sole	2022-05-11
2021-12-31	$800,753	3,543	+37.6%	Shares	Sole	2022-01-20
2021-09-30	$562,856	2,574	+7.4%	Shares	Sole	2021-10-21
2021-06-30	$539,996	2,397	+5.3%	Shares	Sole	2021-07-21
2021-03-31	$487,246	2,276	—	Shares	Sole	2021-04-28
No filing history on record for this holder in this stock.