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VIG
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Position history for HB Wealth Management, LLC's holdings in VANGUARD SPECIALIZED FUNDS

HB Wealth Management, LLC holds 5.8M shares of VIG (VANGUARD SPECIALIZED FUNDS), worth $1.2B as of 2026-Q1. The position was increased (+1.0% shares). VIG represents 7.9% of HB Wealth Management, LLC's portfolio.

Current Value

$1.2B

Current Shares

5.8M

Total Value Change

+$376.2M

Total Shares Change

+1.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
5.8M
+1.0%
$1.2B7.9%$225.18
62
2025-Q4
Increased
5.7M
+3.5%
$1.2B8.0%$221.47
64
2025-Q3
Increased
5.5M
+5.7%
$1.2B8.0%$213.73
66
2025-Q2
Decreased
5.2M
-2.5%
$1.1B8.5%$201.40
0
2025-Q1
Increased
5.3M
+9.9%
$1B8.6%$189.59
68
2024-Q4
Increased
4.9M
+1.7%
$942.9M9.6%$192.48
63
2024-Q3
Increased
4.8M
+2.8%
$937.4M10.1%$193.07
64
2024-Q2
Increased
4.7M
+4.5%
$850.4M9.9%$177.90
65

Other major holders of VIG: BANK OF AMERICA CORP /DE/

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