Sound Financial Strategies Group, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1800620
MADISON, MS
Position in VB
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,218,975
+$211,165 QoQ
Shares Held
4,654
+19.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.53%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,218,975 | 4,654 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,007,810 | 3,907 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $996,523 | 3,919 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $834,643 | 3,522 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $783,886 | 3,535 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $723,963 | 3,013 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $779,234 | 3,285 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $723,892 | 3,320 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||