Skip to content
Disclosery

Sound View Wealth Advisors Group, LLC: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sound View Wealth Advisors Group, LLC on VTI, newest first. How the timeline and the estimate are built.

Sound View Wealth Advisors Group, LLC held 70,286 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,286 shares
    Change vs previous 13F -82 shares

    1.61% of the 13F portfolio, value $26,008,711.

    13F-HR 0001765380-26-000326 filed by Sound View Wealth Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 70,368 shares
    Change vs previous 13F -5,537 shares

    1.54% of the 13F portfolio, value $22,574,801.

    13F-HR 0001784777-26-000002 filed by Sound View Wealth Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 75,905 shares
    Change vs previous 13F -1,945 shares

    1.71% of the 13F portfolio, value $25,448,836.

    13F-HR 0001784777-26-000001 filed by Sound View Wealth Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 77,850 shares
    Change vs previous 13F +509 shares

    1.76% of the 13F portfolio, value $25,548,167.

    13F-HR 0001784777-25-000002 filed by Sound View Wealth Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 77,341 shares
    Change vs previous 13F +6,362 shares

    1.74% of the 13F portfolio, value $23,506,219.

    13F-HR 0001765380-25-000306 filed by Sound View Wealth Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 70,979 shares
    Change vs previous 13F -4,419 shares

    1.6% of the 13F portfolio, value $19,507,840.

    13F-HR 0001765380-25-000197 filed by Sound View Wealth Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 75,398 shares
    Change vs previous 13F +2,077 shares

    1.76% of the 13F portfolio, value $21,851,196.

    13F-HR 0001765380-25-000062 filed by Sound View Wealth Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 73,321 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $20,761,539.

    13F-HR 0001765380-24-000421 filed by Sound View Wealth Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).