Position history for HB Wealth Management, LLC's holdings in VANGUARD INDEX FDS
HB Wealth Management, LLC holds 196,976 shares of VOO (VANGUARD INDEX FDS), worth $117.7M as of 2026-Q1. The position was increased (+1.6% shares). VOO represents 0.8% of HB Wealth Management, LLC's portfolio.
Current Value
$117.7M
Current Shares
196,976
Total Value Change
+$44.1M
Total Shares Change
+49,727
Other major holders of VOO: Steward Partners Investment Advisory, LLC, Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 196,976 |
+1.6% |
| $117.7M |
| 0.8% |
| $625.72 |
43 |
| 2025-Q4 | Increased | 193,868 | +1.9% | $121.6M | 0.8% | $631.72 | 43 |
| 2025-Q3 | Increased | 190,292 | +12.4% | $116.5M | 0.8% | $608.41 | 48 |
| 2025-Q2 | Increased | 169,234 | +1.4% | $96.1M | 0.8% | $562.00 | 43 |
| 2025-Q1 | Increased | 166,971 | +7.6% | $85.8M | 0.7% | $506.34 | 45 |
| 2024-Q4 | Increased | 155,198 | +2.5% | $83.6M | 0.9% | $534.42 | 43 |
| 2024-Q3 | Increased | 151,427 | +2.8% | $79.9M | 0.9% | $517.34 | 43 |
| 2024-Q2 | Increased | 147,249 | +4.0% | $73.6M | 0.9% | $490.95 | 44 |