As of the latest SEC filings, Sound Financial Bancorp, Inc. (SFBC) is held by 76 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $3,445,134.78 in market value, representing a significant portion of its portfolio.
Funds holding Sound Financial Bancorp, Inc. (SFBC)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SFBC
- CIK:
- 0001541119
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $3,445,134.78 | 78,818 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.00% | $1,452,002.49 | 33,219 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $1,001,702.07 | 22,917 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.00% | $813,288.60 | 19,764 | Apr 30, 2026 | Jun 26, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.01% | $785,818.38 | 17,978 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $450,479.29 | 10,607 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.00% | $450,054.59 | 10,597 | Feb 28, 2026 | Apr 28, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.01% | $281,929.50 | 6,450 | Mar 31, 2026 | Jun 1, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.02% | $239,049.99 | 5,469 | Mar 31, 2026 | May 28, 2026 |
|
DFQTX
U.S. CORE EQUITY 2 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $230,398.85 | 5,599 | Apr 30, 2026 | Jun 24, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.00% | $194,845.25 | 4,735 | Apr 30, 2026 | Jun 25, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $171,451.39 | 4,037 | Feb 28, 2026 | Apr 24, 2026 |
|
-
Master Small Cap Index Series
|
ETF | Independent / Boutique | 0.00% | $162,164.10 | 3,710 | Mar 31, 2026 | May 28, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $148,560.06 | 3,498 | Feb 28, 2026 | Apr 24, 2026 |
|
DFAC
Dimensional U.S. Core Equity 2 ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $141,761.75 | 3,445 | Apr 30, 2026 | Jun 29, 2026 |
|
DFEOX
U.S. CORE EQUITY 1 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $134,889.70 | 3,278 | Apr 30, 2026 | Jun 24, 2026 |
|
TRHBX
Nuveen Small Cap Blend Index Fund
|
MF | TIAA / Nuveen | 0.00% | $112,092.60 | 2,724 | Apr 30, 2026 | Jun 24, 2026 |
|
FISVX
Fidelity Small Cap Value Index Fund
|
MF | Fidelity | 0.01% | $100,751.55 | 2,305 | Mar 31, 2026 | May 26, 2026 |
|
-
EQ/2000 Managed Volatility Portfolio
|
ETF | Independent / Boutique | 0.00% | $82,611.90 | 1,890 | Mar 31, 2026 | May 26, 2026 |
|
DFVEX
U.S. VECTOR EQUITY PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $74,152.30 | 1,802 | Apr 30, 2026 | Jun 24, 2026 |
|
VTWV
VANGUARD RUSSELL 2000 VALUE INDEX FUND
|
ETF | Vanguard | 0.01% | $66,550.49 | 1,567 | Feb 28, 2026 | Apr 28, 2026 |
|
VBINX
VANGUARD BALANCED INDEX FUND
|
MF | Vanguard | 0.00% | $62,111.91 | 1,421 | Mar 31, 2026 | May 28, 2026 |
|
FNCMX
Fidelity Nasdaq Composite Index Fund
|
MF | Fidelity | 0.00% | $50,496.83 | 1,189 | Feb 28, 2026 | Apr 24, 2026 |
|
-
LVIP SSGA Small-Cap Index Fund
|
ETF | Independent / Boutique | 0.00% | $48,081.00 | 1,100 | Mar 31, 2026 | May 18, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $47,610.55 | 1,157 | Apr 30, 2026 | Jun 29, 2026 |
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