Soundview Advisors Inc. Investment Activity in Q2 2026
This article details the observable investment actions of Soundview Advisors Inc., including purchases and sales, during the second quarter ending June 30, 2026.
As reported by insiderset.com for Soundview Advisors Inc., investment activity during the second quarter of 2026 (Q2) was characterized by a mix of buying and selling activities. The firm's portfolio saw changes in several positions, reflecting strategic adjustments based on market conditions or performance.
Among the most significant actions were notable increases in holdings for large, established exchange-traded funds (ETFs). Vanguard's Total Stock Market ETF, symbol VOO, experienced a substantial purchase of 2,453 shares during the quarter. This increase occurred alongside a significant prior period change (291.61%) and resulted in its portfolio weight remaining steady at approximately 25.85%. Another major addition was Vanguard's Tax-Managed Total Stock Market ETF (VEA) with a 3.3% increase in shares, adding to its existing allocation of about 16.66%.
The firm also continued to build positions in other large ETFs during Q2. Vanguard's Small Cap Stock ETF (VCRB) saw an increase of 3,766 shares (0.99%), maintaining its allocation at roughly 9.67%. Additionally, Vanguard's Mid Cap ETF (VONE) was increased by just over 45 shares (0.2%), keeping its small weight of about 2.48%.
In contrast, Soundview Advisors Inc. reduced exposure in several fixed income related ETFs during the quarter. SPDR Series Trust (BILS) shares were decreased by 11,439 units (-4.45%), impacting its allocation down to approximately 7.96%. Similarly, SPDR Series Trust (SPSB) saw a reduction of 9,634 shares (-1.03%), lowering its allocation to about 9.06%. Holdings in iShares Core S&P Small-Cap Index Fund (STIP) were also trimmed by 8,738 shares (-4.0%), reducing its allocation to roughly 6.98%. Holdings in iShares Core S&P Mid-Cap Index Fund (IJR) were slightly increased by 586 shares (0.66%), maintaining its allocation at about 4.33%.
The investor also noted changes in other, smaller holdings during Q2. iShares Core S&P 500 Index Fund (IVV) saw an increase of just over 500 shares (90.41%), adding a negligible amount to its allocation (~0.29%). Conversely, Vanguard's Small Cap Index Fund Shares (VO) experienced a massive increase of 17,240 shares (291.61%), boosting its allocation to about 0.61%. There was also a small purchase in Columbia Core Small Cap Europe ex US ETF (XCEM) adding 1,066 shares (1.87%) and increasing its allocation to roughly 1.0%. On the exit side, Vanguard's Small Cap Index Fund Shares (FEZ) were sold entirely during the quarter, reducing its allocation from 0.08% to 0%.
In terms of sector exposure changes, Soundview Advisors Inc.'s portfolio remained heavily concentrated in 'Unknown' sectors (96.41%) and included minor allocations across Technology (FTNT), Communication Services (XCEM), Consumer Defensive, Energy, Healthcare, and Financial Services. The Technology sector allocation saw a small addition from NVIDIA Corporation (NVDA), which increased by 4.13% in shares during the quarter.