Position history for HB Wealth Management, LLC's holdings in VANGUARD WORLD FD
HB Wealth Management, LLC holds 13,523 shares of VDE (VANGUARD WORLD FD), worth $2.3M as of 2026-Q1. The position was increased (+10.2% shares). VDE represents 0.0% of HB Wealth Management, LLC's portfolio.
Current Value
$2.3M
Current Shares
13,523
Total Value Change
+$1.3M
Total Shares Change
+5,260
Other major holders of VDE: BANK OF AMERICA CORP /DE/, MORGAN STANLEY, UBS Group AG
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 |
| 2024-Q2 | Increased | 8,263 | +15.1% | $1.1M | 0.0% | $121.57 | 29 |