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VOO
Showing 8 of 18 quarters

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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
196,976
+1.6%
$117.7M0.8%$625.72
43
2025-Q4
Increased
193,868
+1.9%
$121.6M0.8%$631.72
43
2025-Q3
Increased
190,292
+12.4%
$116.5M0.8%$608.41
48
2025-Q2
Increased
169,234
+1.4%
$96.1M0.8%$562.00
43
2025-Q1
Increased
166,971
+7.6%
$85.8M0.7%$506.34
45
2024-Q4
Increased
155,198
+2.5%
$83.6M0.9%$534.42
43
2024-Q3
Increased
151,427
+2.8%
$79.9M0.9%$517.34
43
2024-Q2
Increased
147,249
+4.0%
$73.6M0.9%$490.95
44

Other major holders of VOO: VANGUARD GROUP INC, Vanguard Global Advisers, LLC, CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM

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