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HBK Sorce Advisory’s Vanguard Total World Stock ETF VT Stock Holding History

HBK Sorce Advisory’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$260K Buy
1,622
+1
+0.1% +$153 ﹤0.01% 542
2026
Q1 		$251K Sell
1,621
-951
-37% -$137K 0.01% 538
2025
Q4 		$377K Sell
2,572
-66
-3% -$9.23K 0.01% 429
2025
Q3 		$364K Buy
2,638
+116
+5% +$15.4K 0.01% 426
2025
Q2 		$324K Buy
2,522
+209
+9% +$25K 0.01% 440
2025
Q1 		$268K Sell
2,313
-361
-14% -$43.2K 0.01% 479
2024
Q4 		$314K Sell
2,674
-689
-20% -$82.7K 0.01% 441
2024
Q3 		$403K Sell
3,363
-89
-3% -$10.2K 0.01% 393
2024
Q2 		$389K Buy
3,452
+9
+0.3% +$992 0.01% 381
2024
Q1 		$380K Buy
3,443
+113
+3% +$11.9K 0.01% 402
2023
Q4 		$343K Buy
3,330
+9
+0.3% +$866 0.01% 391
2023
Q3 		$309K Sell
3,321
-76
-2% -$7.38K 0.01% 410
2023
Q2 		$329K Buy
3,397
+11
+0.3% +$1.03K 0.01% 420
2023
Q1 		$312K Sell
3,386
-8,518
-72% -$771K 0.01% 426
2022
Q4 		$1.03M Buy
11,904
+5,049
+74% +$431K 0.03% 283
2022
Q3 		$541K Buy
6,855
+2,979
+77% +$262K 0.04% 255
2022
Q2 		$331K Sell
3,876
-2,150
-36% -$199K 0.02% 310
2022
Q1 		$610K Sell
6,026
-210
-3% -$21.3K 0.03% 268
2021
Q4 		$670K Buy
6,236
+455
+8% +$48.3K 0.03% 278
2021
Q3 		$589K Buy
5,781
+128
+2% +$13.4K 0.03% 295
2021
Q2 		$586K Buy
5,653
+9
+0.2% +$918 0.03% 296
2021
Q1 		$549K Buy
+5,644
New +$543K 0.03% 282

Other funds holding VT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

HBK Sorce Advisory's VT Position: Q2 2026 in Review

HBK Sorce Advisory increased its Vanguard Total World Stock ETF (VT) stake by 0.06% in Q2 2026, buying an estimated $153 and bringing the position to 1,622 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

HBK Sorce Advisory first reported a position in VT in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.03M in Q4 2022. 867 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • HBK Sorce Advisory held 1,622 shares of Vanguard Total World Stock ETF worth $260K as of Q2 2026.
  • HBK Sorce Advisory bought 1 Vanguard Total World Stock ETF share in Q2 2026, an estimated $153.
  • Vanguard Total World Stock ETF made up ﹤0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #542 holding.
  • HBK Sorce Advisory first reported a position in Vanguard Total World Stock ETF in Q1 2021 and has held it in 22 quarters since.
  • HBK Sorce Advisory's Vanguard Total World Stock ETF position peaked at $1.03M in Q4 2022.
  • 867 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.