HBK Sorce Advisory »

Vanguard High Dividend Yield ETF shares owned by HBK Sorce Advisory

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

Historical chart of HBK Sorce Advisory investment in Vanguard High Dividend Yield ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard High Dividend Yield 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 High Dividend Yield ETF by HBK Sorce Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 8.9k 128.20
2024-06-30 $1.1M 9.4k 118.60
2024-03-31 $1.4M 12k 120.99
2023-12-31 $1.3M 11k 111.63
2023-09-30 $1.5M 14k 103.32
2023-06-30 $1.7M 16k 106.07
2023-03-31 $4.9M 31k 158.27
2022-12-31 $3.7M 34k 108.22
2022-09-30 $1.7M 18k 94.86
2022-06-30 $1.2M 12k 101.72
2022-03-31 $2.0M 18k 112.25
2021-12-31 $2.2M 19k 112.11
2021-09-30 $1.9M 18k 103.33
2021-06-30 $2.0M 19k 104.77
2021-03-31 $2.1M 21k 101.07
2020-12-31 $1.5M 17k 91.53
2020-09-30 $1.2M 15k 80.90
2020-06-30 $1.2M 16k 78.80
2020-03-31 $1.1M 15k 70.74
2019-12-31 $1.6M 17k 93.71
2019-09-30 $1.5M 16k 88.75
2019-06-30 $1.3M 15k 87.34
2019-03-31 $1.1M 13k 85.64
2018-12-31 $967k 12k 77.97
2018-09-30 $997k 12k 87.07
2018-06-30 $991k 12k 83.07
2018-03-31 $1.1M 14k 82.47
2017-12-31 $1.1M 13k 85.62
2017-09-30 $377k 4.6k 81.09
2017-06-30 $384k 4.9k 78.24
2017-03-31 $296k 3.8k 77.59
2016-12-31 $457k 6.0k 75.70
2016-09-30 $387k 5.4k 72.13
2016-06-30 $376k 5.3k 71.37
2016-03-31 $271k 3.9k 68.96

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 High Dividend Yield ETF

Sumitomo Life Insurance
Bank of America Corporation
Morgan Stanley
LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Raymond James Financial Services Advisors
Creative Planning
Vanguard Group
Raymond James & Associates
Royal Bank of Canada
Mercer Global Advisors
Jpmorgan Chase & Co
Commonwealth Equity Services
Wellspring Financial Advisors

View all funds holding Vanguard High Dividend Yield ETF