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Vanguard Mortgage Bkd Sects ETF shares owned by HBK Sorce Advisory

Quarter-by-quarter ownership of Vanguard Mortgage Bkd Sects ETF (VMBS) shares owned by HBK Sorce Advisory from 13F filings

Historical chart of HBK Sorce Advisory investment in Vanguard Mortgage Bkd Sects ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mortgage Bkd Sects 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 Mortgage Bkd Sects ETF by HBK Sorce Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $7.2M 156k 46.36
2023-09-30 $4.1M 93k 43.78
2023-06-30 $2.2M 47k 45.99
2023-03-31 $1.2M 25k 46.55
2022-12-31 $785k 17k 45.53

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Dimensional Etf Trust Us Large Cap Vec (DFVX)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Apple (AAPL)
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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 Mortgage Bkd Sects ETF

Charles Schwab Investment Advisory
Bank of America Corporation
Jpmorgan Chase & Co
Bank of New York Mellon
Assetmark
Stifel Financial
Envestnet Portfolio Solutions
Lincoln National
Mather Group
Charles Schwab Investment Management
AE Wealth Management
Advisor Group Holdings
Raymond James & Associates
Acropolis Investment Management
Relative Value Partners

View all funds holding Vanguard Mortgage Bkd Sects ETF