HBK Sorce Advisory »

Vanguard Dividend Appreciation ETF shares owned by HBK Sorce Advisory

Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by HBK Sorce Advisory from 13F filings

Historical chart of HBK Sorce Advisory investment in Vanguard Dividend Appreciation ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Dividend Appreciation ETF held by HBK Sorce Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Dividend Appreciation ETF by HBK Sorce Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $14M 82k 170.40
2023-09-30 $14M 87k 155.38
2023-06-30 $15M 91k 162.43
2023-03-31 $45M 194k 231.07
2022-12-31 $32M 210k 151.86
2022-09-30 $12M 89k 135.16
2022-06-30 $2.5M 17k 143.50
2022-03-31 $14M 87k 162.16
2021-12-31 $15M 87k 171.76
2021-09-30 $13M 84k 153.60
2021-06-30 $13M 85k 154.79
2021-03-31 $13M 86k 147.08
2020-12-31 $13M 89k 141.18
2020-09-30 $11M 87k 128.67
2020-06-30 $10M 88k 117.19
2020-03-31 $9.4M 91k 103.40
2019-12-31 $9.8M 79k 124.66
2019-09-30 $9.4M 79k 119.58
2019-06-30 $9.1M 79k 115.16
2019-03-31 $7.7M 70k 109.64
2018-12-31 $6.8M 69k 97.95
2018-09-30 $6.2M 56k 110.69
2018-06-30 $5.9M 58k 101.62
2018-03-31 $5.6M 55k 101.06
2017-12-31 $5.5M 54k 102.03
2017-09-30 $4.7M 49k 94.79
2017-06-30 $4.5M 49k 92.67
2017-03-31 $4.3M 48k 89.94
2016-12-31 $4.4M 52k 85.18
2016-09-30 $4.3M 51k 83.93
2016-06-30 $4.2M 50k 83.23
2016-03-31 $4.0M 50k 81.26
2015-12-31 $3.9M 51k 77.75
2015-09-30 $3.8M 52k 73.73
2015-06-30 $4.7M 60k 78.58
2015-03-31 $6.2M 77k 80.47
2014-12-31 $6.5M 80k 81.16
2014-09-30 $6.3M 82k 76.95
2014-06-30 $5.2M 67k 77.21
2014-03-31 $4.9M 65k 74.80
2013-12-31 $4.6M 61k 75.24
2013-09-30 $4.2M 61k 69.60
2013-06-30 $3.6M 55k 66.21
2013-03-31 $3.3M 50k 65.13
2012-12-31 $3.1M 53k 59.56
2012-09-30 $2.5M 41k 59.68
2012-06-30 $2.4M 42k 56.70
2012-03-31 $2.5M 42k 58.54
2011-12-31 $2.0M 37k 54.65

More positions owned by HBK Sorce Advisory

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Core Fixed Incom (DFCF)
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)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)

View all positions for HBK Sorce Advisory

Top funds holding Vanguard Dividend Appreciation ETF

Bank of America Corporation
Wells Fargo & Company
Vanguard Group
Wealthfront Advisers
UBS Group
HB Wealth Management
Royal Bank of Canada
Raymond James & Associates
Evoke Wealth
Jpmorgan Chase & Co
Commonwealth Equity Services
HighTower Advisors
Bank of New York Mellon
Raymond James Financial Services Advisors
Signature

View all funds holding Vanguard Dividend Appreciation ETF