Position history for HB Wealth Management, LLC's holdings in VANGUARD INDEX FDS
HB Wealth Management, LLC holds 8.6M shares of VTI (VANGUARD INDEX FDS), worth $2.8B as of 2025-Q4. The position was increased (++1.1% shares). VTI represents 17.9% of HB Wealth Management, LLC's portfolio.
Current Value
$2.8B
Current Shares
8.6M
Total Value Change
+$779M
Total Shares Change
+929,712
Other major holders of VTI: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Kestra Advisory Services, LLC
Increased |
| 8.6M |
+1.1% |
| $2.8B |
| 17.9% |
| $337.85 |
63 |
| 2025-Q3 | Increased | 8.6M | +10.1% | $2.7B | 18.2% | $326.17 | 68 |
| 2025-Q2 | Decreased | 7.8M | -8.2% | $2.4B | 18.8% | $300.71 | 0 |
| 2025-Q1 | Increased | 8.5M | +7.4% | $2.2B | 18.6% | $271.08 | 67 |
| 2024-Q4 | Increased | 7.9M | +0.5% | $2.2B | 22.3% | $287.31 | 62 |
| 2024-Q3 | Increased | 7.8M | +1.5% | $2.1B | 22.7% | $277.75 | 63 |
| 2024-Q2 | Increased | 7.7M | +3.4% | $2B | 23.1% | $262.63 | 64 |