HSA
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HBK Sorce Advisory’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

HBK Sorce Advisory’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,073
Closed -$301K – 623
2024
Q4 		$301K Buy
1,073
+300
+39% +$84.8K 0.01% 455
2024
Q3 		$207K Sell
773
-253
-25% -$64.8K 0.01% 539
2024
Q2 		$257K Buy
1,026
+226
+28% +$56.4K 0.01% 481
2024
Q1 		$209K Sell
800
-49
-6% -$12K 0.01% 551
2023
Q4 		$205K Buy
+849
New +$184K 0.01% 523
2023
Q3 		– Sell
-1,022
Closed -$235K – 601
2023
Q2 		$235K Sell
1,022
-290
-22% -$63.1K 0.01% 501
2023
Q1 		$284K Sell
1,312
-1,916
-59% -$414K 0.01% 449
2022
Q4 		$647K Buy
+3,228
New +$660K 0.02% 366

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return