Question 1

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

Accepted Answer

As of 2026-Q2, HB Wealth Management, LLC holds 47,016 shares of VANGUARD BD INDEX FDS (VANGUARD BD INDEX FDS).

Question 2

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

Accepted Answer

As of 2026-Q2, HB Wealth Management, LLC's VANGUARD BD INDEX FDS position is worth $3.7M.

Question 3

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

Accepted Answer

In 2026-Q2, HB Wealth Management, LLC increased their VANGUARD BD INDEX FDS position (+8.5% change in shares).

Question 4

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

Accepted Answer

Based on available 13F filings, HB Wealth Management, LLC first reported a position in VANGUARD BD INDEX FDS in 2024-Q3. They have held the position across 19 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	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