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Vanguard Malvern Fds shares owned by HBK Sorce Advisory

Quarter-by-quarter ownership of Vanguard Malvern Fds (VCRB) shares owned by HBK Sorce Advisory from 13F filings

Historical chart of HBK Sorce Advisory investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Malvern Fds 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 Malvern Fds by HBK Sorce Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $533M 6.7M 79.19
2024-06-30 $352k 4.6k 76.03
2024-03-31 $354k 4.6k 76.50

More positions owned by HBK Sorce Advisory

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Large Cap Vec (DFVX)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)

View all positions for HBK Sorce Advisory

Top funds holding Vanguard Malvern Fds

HBK Sorce Advisory
Financial Engines Advisors L.L.C
Magnolia Wealth Management
San Luis Wealth Advisors
Diversified Portfolios
Tilson Financial Group
Foundations Investment Advisors
Tull Financial Group
TCG Advisory Services
Verum Partners
Garrett Investment Advisors
SJS Investment Consulting
Mills Wealth Advisors
Kaizen Financial Strategies
KC Investment Advisors

View all funds holding Vanguard Malvern Fds