HBK Sorce Advisory’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $489K | Buy |
25,364
+18,604
| +275% | +$1.38M | 0.01% | 377 |
|
|
2025
Q4 | $509K | Sell |
6,760
-340
| -5% | -$24.7K | 0.01% | 366 |
|
|
2025
Q3 | $519K | Buy |
7,100
+248
| +4% | +$17.8K | 0.01% | 352 |
|
|
2025
Q2 | $479K | Sell |
6,852
-16
| -0.2% | -$1.05K | 0.01% | 348 |
|
|
2025
Q1 | $444K | Sell |
6,868
-2,160
| -24% | -$145K | 0.01% | 365 |
|
|
2024
Q4 | $596K | Buy |
9,028
+1,552
| +21% | +$105K | 0.02% | 299 |
|
|
2024
Q3 | $493K | Sell |
7,476
-2,160
| -22% | -$136K | 0.02% | 338 |
|
|
2024
Q2 | $583K | Sell |
9,636
-952
| -9% | -$57.9K | 0.02% | 300 |
|
|
2024
Q1 | $662K | Sell |
10,588
-692
| -6% | -$40.9K | 0.02% | 279 |
|
|
2023
Q4 | $656K | Sell |
11,280
-5,384
| -32% | -$288K | 0.03% | 272 |
|
|
2023
Q3 | $868K | Sell |
16,664
-28
| -0.2% | -$1.54K | 0.04% | 218 |
|
|
2023
Q2 | $919K | Sell |
16,692
-1,832
| -10% | -$96K | 0.04% | 216 |
|
|
2023
Q1 | $977K | Sell |
18,524
-12,228
| -40% | -$651K | 0.04% | 203 |
|
|
2022
Q4 | $1.57M | Buy |
30,752
+21,832
| +245% | +$1.11M | 0.04% | 213 |
|
|
2022
Q3 | $419K | Buy |
8,920
+3,408
| +62% | +$178K | 0.03% | 303 |
|
|
2022
Q2 | $272K | Sell |
5,512
-3,616
| -40% | -$195K | 0.02% | 357 |
|
|
2022
Q1 | $543K | Sell |
9,128
-380
| -4% | -$22.3K | 0.03% | 296 |
|
|
2021
Q4 | $606K | Sell |
9,508
-2,096
| -18% | -$131K | 0.03% | 296 |
|
|
2021
Q3 | $687K | Buy |
11,604
+468
| +4% | +$28.3K | 0.04% | 259 |
|
|
2021
Q2 | $661K | Sell |
11,136
-2,480
| -18% | -$144K | 0.04% | 274 |
|
|
2021
Q1 | $753K | Buy |
13,616
+1,828
| +16% | +$99.2K | 0.04% | 231 |
|
|
2020
Q4 | $609K | Sell |
11,788
-22,140
| -65% | -$1.07M | 0.04% | 246 |
|
|
2020
Q3 | $1.5M | Sell |
33,928
-18,968
| -36% | -$827K | 0.11% | 129 |
|
|
2020
Q2 | $2.17M | Sell |
52,896
-936
| -2% | -$35.9K | 0.16% | 92 |
|
|
2020
Q1 | $1.77M | Buy |
53,832
+1,252
| +2% | +$51.8K | 0.17% | 94 |
|
|
2019
Q4 | $2.34M | Sell |
52,580
-776
| -1% | -$33.3K | 0.2% | 91 |
|
|
2019
Q3 | $2.24M | Buy |
53,356
+552
| +1% | +$23.1K | 0.21% | 90 |
|
|
2019
Q2 | $2.21M | Sell |
52,804
-2,248
| -4% | -$92K | 0.21% | 90 |
|
|
2019
Q1 | $2.21M | Sell |
55,052
-864
| -2% | -$33.2K | 0.22% | 90 |
|
|
2018
Q4 | $1.93M | Buy |
55,916
+216
| +0.4% | +$8.11K | 0.22% | 90 |
|
|
2018
Q3 | $2.29M | Sell |
55,700
-5,720
| -9% | -$233K | 0.26% | 65 |
|
|
2018
Q2 | $2.42M | Sell |
61,420
-36
| -0.1% | -$1.41K | 0.28% | 65 |
|
|
2018
Q1 | $2.37M | Sell |
61,456
-20,160
| -25% | -$794K | 0.3% | 65 |
|
|
2017
Q4 | $3.16M | Buy |
81,616
+2,432
| +3% | +$91.8K | 0.37% | 49 |
|
|
2017
Q3 | $2.91M | Buy |
79,184
+524
| +0.7% | +$18.9K | 0.44% | 33 |
|
|
2017
Q2 | $2.8M | Buy |
78,660
+484
| +0.6% | +$17.1K | 0.45% | 35 |
|
|
2017
Q1 | $2.72M | Buy |
78,176
+19,572
| +33% | +$672K | 0.46% | 35 |
|
|
2016
Q4 | $1.93M | Sell |
58,604
-10,268
| -15% | -$332K | 0.35% | 48 |
|
|
2016
Q3 | $2.23M | Buy |
68,872
+720
| +1% | +$23.1K | 0.44% | 34 |
|
|
2016
Q2 | $2.11M | Buy |
68,152
+10,280
| +18% | +$314K | 0.45% | 33 |
|
|
2016
Q1 | $1.75M | Sell |
57,872
-44
| -0.1% | -$1.24K | 0.41% | 35 |
|
|
2015
Q4 | $1.74M | Buy |
57,916
+6,080
| +12% | +$185K | 0.45% | 36 |
|
|
2015
Q3 | $1.51M | Buy |
51,836
+15,132
| +41% | +$472K | 0.49% | 28 |
|
|
2015
Q2 | $1.17M | Buy |
36,704
+24,788
| +208% | +$804K | 0.4% | 41 |
|
|
2015
Q1 | $395K | Buy |
11,916
+3,560
| +43% | +$112K | 0.13% | 114 |
|
|
2014
Q4 | $258K | Buy |
+8,356
| New | +$252K | 0.09% | 155 |
|
Other funds holding VO
HBK Sorce Advisory's VO Position: Q1 2026 in Review
HBK Sorce Advisory increased its Vanguard Mid-Cap ETF (VO) stake by 275% in Q1 2026, buying an estimated $1.38M and bringing the position to 25,364 shares worth $489K. The position accounts for 0.01% of the portfolio, ranked #377.
HBK Sorce Advisory first reported a position in VO in Q4 2014 and has held it in 46 quarters since. The position peaked at $3.16M in Q4 2017. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.
- HBK Sorce Advisory held 25,364 shares of Vanguard Mid-Cap ETF worth $489K as of Q1 2026.
- HBK Sorce Advisory bought 18,604 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $1.38M.
- Vanguard Mid-Cap ETF made up 0.01% of HBK Sorce Advisory's portfolio in Q1 2026, its #377 holding.
- HBK Sorce Advisory first reported a position in Vanguard Mid-Cap ETF in Q4 2014 and has held it in 46 quarters since.
- HBK Sorce Advisory's Vanguard Mid-Cap ETF position peaked at $3.16M in Q4 2017.
- 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.
Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.