Back to HB Wealth Management, LLC HB Wealth Management, LLC

VTIVTI
Showing 8 of 19 quarters

Position history for HB Wealth Management, LLCHB Wealth Management, LLC's holdings in VANGUARD TOTAL STOCK MARKET VIPERS

HB Wealth Management, LLC holds 8.8M shares of VTI (VANGUARD TOTAL STOCK MARKET VIPERS), worth $3.1B as of 2026-Q2. The position was increased (+0.4% shares). VTI represents 17.3% of HB Wealth Management, LLC's portfolio.

Current Value

$3.1B

Current Shares

8.8M

Total Value Change

+$971.5M

Total Shares Change

+925,079

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
8.8M
+0.4%
$3.1B17.3%$370.04
62
2026-Q1
Increased
8.7M
+0.9%
$2.7B17.2%$319.89
62
2025-Q4
Increased
8.6M
+1.1%
$2.8B17.9%$333.26
63
2025-Q3
Increased
8.6M
+10.1%
$2.7B18.2%$325.28
68
2025-Q2
Decreased
7.8M
-8.2%
$2.4B18.8%$300.42
0
2025-Q1
Increased
8.5M
+7.4%
$2.2B18.6%$270.85
67
2024-Q4
Increased
7.9M
+0.5%
$2.2B22.3%$284.60
62
2024-Q3
Increased
7.8M
+1.5%
$2.1B22.7%$277.18
63

Other major holders of VTI: Rakuten Investment Management, Inc., Steward Partners Investment Advisory, LLC, VANGUARD GROUP INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used