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Vanguard Small-Cap Value ETF shares owned by HBK Sorce Advisory

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by HBK Sorce Advisory from 13F filings

Historical chart of HBK Sorce Advisory investment in Vanguard Small-Cap Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap Value ETF held by HBK Sorce Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap Value ETF by HBK Sorce Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $776k 4.3k 179.97
2023-09-30 $326k 2.0k 159.49
2023-06-30 $719k 4.3k 165.38
2023-03-31 $950k 6.0k 158.76
2022-12-31 $2.5M 16k 158.80
2022-09-30 $490k 3.4k 143.27
2022-06-30 $214k 1.4k 149.97
2022-03-31 $593k 3.4k 176.02
2021-12-31 $603k 3.4k 178.98
2021-09-30 $234k 1.4k 169.57
2021-06-30 $216k 1.2k 173.35
2021-03-31 $250k 1.5k 165.56
2020-12-31 $214k 1.5k 142.48
2020-09-30 $251k 2.3k 110.72