Question 1

How many shares of VDE does HB Wealth Management, LLC own?

Accepted Answer

As of 2026-Q2, HB Wealth Management, LLC holds 14,495 shares of VDE (VANGUARD ENERGY ETF).

Question 2

What is HB Wealth Management, LLC's VDE position worth?

Accepted Answer

As of 2026-Q2, HB Wealth Management, LLC's VDE position is worth $2.2M.

Question 3

Is HB Wealth Management, LLC buying or selling VDE?

Accepted Answer

In 2026-Q2, HB Wealth Management, LLC increased their VDE position (+7.2% change in shares).

Question 4

When did HB Wealth Management, LLC first buy VDE?

Accepted Answer

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

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	14,495	+7.2%	$2.2M	0.0%	$150.13	28
2026-Q1	Increased	13,523	+10.2%	$2.3M	0.0%	$159.38	29
2025-Q4	Decreased	12,274	-5.2%	$1.5M	0.0%	$126.62	0
2025-Q3	Increased	12,951	+117.7%	$1.6M	0.0%	$126.14	41
2025-Q2	Decreased	5,949	-50.8%	$708,727	0.0%	$117.86	0
2025-Q1	Increased	12,100	+18.7%	$1.6M	0.0%	$125.34	30
2024-Q4	Increased	10,193	+24.5%	$1.2M	0.0%	$115.95	31
2024-Q3	Decreased	8,190	-0.9%	$1M	0.0%	$117.03	0