Question 1

Does HB Wealth Management own VANGUARD BD INDEX FDS stock?

Accepted Answer

Yes. As of its Q3 2026 13F, HB Wealth Management holds 32,870 shares of VANGUARD BD INDEX FDS, worth $2.5M.

Question 2

How many shares of VANGUARD BD INDEX FDS does HB Wealth Management own?

Accepted Answer

As of its Q3 2026 13F, HB Wealth Management holds 32,870 shares of VANGUARD BD INDEX FDS.

Question 3

What is HB Wealth Management's VANGUARD BD INDEX FDS position worth?

Accepted Answer

As of its Q3 2026 13F, HB Wealth Management's VANGUARD BD INDEX FDS position is worth $2.5M.

Question 4

Is HB Wealth Management buying or selling VANGUARD BD INDEX FDS?

Accepted Answer

In Q3 2026, HB Wealth Management reduced its VANGUARD BD INDEX FDS position by 14,146 shares (-30.1%).

Question 5

When did HB Wealth Management first buy VANGUARD BD INDEX FDS?

Accepted Answer

HB Wealth Management already held VANGUARD BD INDEX FDS in its Q4 2021 13F, the earliest on record, and has listed it in 20 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q3 Latest	Decreased	32,870	-30.1%	$2.5M	0.0%	—	0
2026-Q2	Increased	47,016	+8.5%	$3.7M	0.0%	—	29
2026-Q1	Decreased	43,330	-14.6%	$3.4M	0.0%	—	0
2025-Q4	Increased	50,755	+46.5%	$4M	0.0%	—	36
2025-Q3	Decreased	34,646	-19.2%	$2.7M	0.0%	—	0
2025-Q2	Decreased	42,869	-33.5%	$3.4M	0.0%	—	0
2025-Q1	Decreased	64,511	-29.6%	$5M	0.0%	—	0
2024-Q4	Increased	91,605	+37.6%	$7.1M	0.1%	—	36
2024-Q3	Decreased	66,582	-30.0%	$5.2M	0.1%	—	0

VAVANGUARD BD INDEX FDS