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VOOVOO
Showing 8 of 19 quarters

Position history for HB Wealth Management, LLCHB Wealth Management, LLC's holdings in VANGUARD S&P 500 ETF

HB Wealth Management, LLC holds 213,262 shares of VOO (VANGUARD S&P 500 ETF), worth $146.5M as of 2026-Q2. The position was increased (+8.3% shares). VOO represents 0.8% of HB Wealth Management, LLC's portfolio.

Current Value

$146.5M

Current Shares

213,262

Total Value Change

+$66.6M

Total Shares Change

+61,835

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
213,262
+8.3%
$146.5M0.8%$686.81
46
2026-Q1
Increased
196,976
+1.6%
$117.7M0.8%$595.81
43
2025-Q4
Increased
193,868
+1.9%
$121.6M0.8%$623.34
43
2025-Q3
Increased
190,292
+12.4%
$116.5M0.8%$606.96
48
2025-Q2
Increased
169,234
+1.4%
$96.1M0.8%$561.40
43
2025-Q1
Increased
166,971
+7.6%
$85.8M0.7%$506.35
45
2024-Q4
Increased
155,198
+2.5%
$83.6M0.9%$529.05
43
2024-Q3
Increased
151,427
+2.8%
$79.9M0.9%$516.46
43

Other major holders of VOO: Steward Partners Investment Advisory, LLC, JPMORGAN CHASE & CO, Vanguard Global Advisers, LLC, VANGUARD GROUP INC

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