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Vanguard Malvern Fds shares owned by HBK Sorce Advisory

Quarter-by-quarter ownership of Vanguard Malvern Fds (VSDB) 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
2025-12-31 $250k 3.3k 76.68

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)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Dimensional Etf Trust Core Fixed Incom (DFCF)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for HBK Sorce Advisory

Top funds holding Vanguard Malvern Fds

Keystone Financial Group
Pinnacle Financial Group, LLC / IL
TD Waterhouse Canada
Robertson Stephens Wealth Management
Sanctuary Advisors
Mills Wealth Advisors
North Star Investment Management
American Investment Services
Commonwealth Equity Services
Wealth Enhancement Advisory Services
Prospera Financial Services
Citadel Advisors
Werba Rubin Papier Wealth Management
Goldman Sachs Group
Kestra Advisory Services

View all funds holding Vanguard Malvern Fds