Sound View Wealth Advisors Group, LLC / VIG
Sound View Wealth Advisors Group, LLC’s Vanguard Specialized Funds Position
Does Sound View Wealth Advisors Group, LLC own Vanguard Specialized Funds (VIG)? Yes — 87.4K shares worth $19M (+1.28% of its 13F portfolio) as of Q1 2026, down from 87.9K shares the prior filed quarter.
Position Value
$19M
Q1 2026
Shares
87.4K
% of Portfolio
+1.28%
Quarters Held
28
currently held
Position History VIG
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 87.4K | $19M | +1.28% |
| Q4 2025 | 87.9K | $19M | +1.30% |
| Q3 2025 | 87.6K | $19M | +1.30% |
| Q2 2025 | 88.0K | $18M | +1.33% |
| Q1 2025 | 91.6K | $18M | +1.46% |
| Q4 2024 | 93.0K | $18M | +1.47% |
| Q3 2024 | 91.7K | $18M | +1.48% |
| Q2 2024 | 84.6K | $15M | +1.59% |
| Q1 2024 | 85.7K | $16M | +1.67% |
| Q4 2023 | 90.6K | $15M | +1.70% |
| Q3 2023 | 85.8K | $13M | +1.66% |
| Q2 2023 | 79.4K | $13M | +1.69% |
| Q1 2023 | 80.2K | $12M | +1.69% |
| Q4 2022 | 90.6K | $15M | +1.70% |
| Q3 2022 | 55.9K | $8M | +1.69% |
| Q2 2022 | 57.0K | $8M | +1.71% |
| Q1 2022 | 57.3K | $9M | +1.77% |
| Q4 2021 | 57.8K | $10M | +1.88% |
| Q3 2021 | 63.6K | $10M | +2.04% |
| Q2 2021 | 63.9K | $10M | +2.08% |
| Q1 2021 | 64.6K | $10M | +2.21% |
| Q4 2020 | 64.6K | $9M | +2.23% |
| Q3 2020 | 64.2K | $8M | +2.18% |
| Q2 2020 | 62.0K | $7M | +2.05% |
| Q1 2020 | 42.7K | $4M | +1.52% |
| Q4 2019 | 36.3K | $5M | +1.28% |
| Q3 2019 | 30.0K | $4M | +1.07% |
| Q2 2019 | 24.7K | $3M | +0.84% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sound View Wealth Advisors Group, LLC’s full portfolio or all institutional holders of VIG.