HBK Sorce Advisory »

Vanguard Scottsdale Fds cmn shares owned by HBK Sorce Advisory

Quarter-by-quarter ownership of Vanguard Scottsdale Fds cmn (VONE) shares owned by HBK Sorce Advisory from 13F filings

Historical chart of HBK Sorce Advisory investment in Vanguard Scottsdale Fds cmn

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Scottsdale Fds cmn 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 Scottsdale Fds cmn by HBK Sorce Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $498k 2.3k 216.94
2023-09-30 $447k 2.3k 194.66
2023-06-30 $462k 2.3k 201.56
2023-03-31 $432k 2.3k 186.33
2022-12-31 $1.2M 7.1k 174.28

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 Scottsdale Fds cmn

Red Cedar Investment Management
UBS Group
Bank of America Corporation
Daido Life Insurance
Austin Private Wealth
HPM Partners
Goldman Sachs Group
Warren Averett Asset Management
Private Capital Management
Stifel Financial
Bank of New York Mellon
Hilltop Partners
Flower City Capital
Sherrill & Hutchins Financial Advisory
Raymond James Financial Services Advisors

View all funds holding Vanguard Scottsdale Fds cmn