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HBK Sorce Advisory LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1379995 ERIE, PA

Position in VIG

as of Mar 31, 2026 · filed May 11, 2026
Position Value
$18,620,539
+$719,458 QoQ
Shares Held
86,583
+6.3% QoQ
Ownership
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in VIG Over Time

Shares Held

Position Value (USD)

All Filings in VIG

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $18,620,539 86,583
2025-12-31 $17,901,081 81,450
2025-09-30 $17,788,864 82,436
2025-06-30 $15,985,341 78,103
2025-03-31 $14,524,613 74,873
2024-12-31 $14,743,649 75,288
2024-09-30 $15,493,441 78,226
2024-06-30 $14,735,983 80,723
2024-03-31 $15,213,604 83,312
2023-12-31 $14,033,292 82,355
2023-09-30 $13,483,876 86,780
2023-06-30 $14,710,797 90,567
2023-03-31 $13,997,660 90,888
2022-12-31 $31,919,477 210,204
2022-09-30 $12,052,622 89,173
2022-06-30 $2,498,530 17,415
2022-03-31 $14,032,191 86,533
2021-12-31 $14,917,174 86,854
2021-09-30 $12,934,963 84,212
2021-06-30 $13,206,837 85,321
2021-03-31 $12,585,635 85,570
2020-12-31 $12,550,436 88,903
2020-09-30 $11,199,467 87,047
2020-06-30 $10,326,135 88,122
2020-03-31 $9,373,544 90,662