HBK Sorce Advisory LLC VBIL β€” VANGUARD INSTL INDEX FD

Ownership history in HBK Sorce Advisory LLC  Β·  1 quarter on record

AI Ownership Summary

HBK Sorce Advisory LLC reported VANGUARD INSTL INDEX FD (VBIL) in 1 quarterly 13F filing from 2025 Q3 through 2025 Q3. Peak portfolio weight reached 0.02% in 2025 Q3. The latest visible filing shows VBIL at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VBIL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HBK Sorce Advisory LLC's position in VANGUARD INSTL INDEX FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

VBIL was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HBK Sorce Advisory LLC held VBIL β€” position size vs. price
% of Fund (quarterly)    VBIL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 INITIATED β€” β€” β€” 13,505 β€” β€” 0.02% $1.0M 2025-10-14 $74.17

FAQ About HBK Sorce Advisory LLC and VBIL

These are the practical questions this page is built to answer before you even open the full history table.

How long has HBK Sorce Advisory LLC reported owning VBIL?

HBK Sorce Advisory LLC reported VBIL across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported VBIL position in HBK Sorce Advisory LLC's portfolio?

The largest reported portfolio weight for VBIL was 0.02% in 2025 Q3.

What is the latest reported VBIL position on this page?

The most recent filing on this page is 2025 Q3, when HBK Sorce Advisory LLC reported 13,505 shares, equal to 0.02% of portfolio, with an estimated market value of $1.0M.

What does the chart on this VBIL ownership page compare?

The chart compares HBK Sorce Advisory LLC's quarterly VBIL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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