Position history for HB Wealth Management, LLC's holdings in VANGUARD GROUP
HB Wealth Management, LLC holds 5.7M shares of VIG (VANGUARD GROUP), worth $1.2B as of 2025-Q4. The position was increased (++3.5% shares). VIG represents 8.0% of HB Wealth Management, LLC's portfolio.
Current Value
$1.2B
Current Shares
5.7M
Total Value Change
+$390.6M
Total Shares Change
+1M
Other major holders of VIG: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 5.7M |
+3.5% |
| $1.2B |
| 8.0% |
| $221.47 |
64 |
| 2025-Q3 | Increased | 5.5M | +5.7% | $1.2B | 8.0% | $213.73 | 66 |
| 2025-Q2 | Decreased | 5.2M | -2.5% | $1.1B | 8.5% | $201.40 | 0 |
| 2025-Q1 | Increased | 5.3M | +9.9% | $1B | 8.6% | $189.59 | 68 |
| 2024-Q4 | Increased | 4.9M | +1.7% | $942.9M | 9.6% | $192.48 | 63 |
| 2024-Q3 | Increased | 4.8M | +2.8% | $937.4M | 10.1% | $193.07 | 64 |
| 2024-Q2 | Increased | 4.7M | +4.5% | $850.4M | 9.9% | $177.90 | 65 |