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VTI
Showing 8 of 18 quarters

Position history for HB Wealth Management, LLC's holdings in VANGUARD INDEX FDS

HB Wealth Management, LLC holds 8.7M shares of VTI (VANGUARD INDEX FDS), worth $2.7B as of 2026-Q1. The position was increased (+0.9% shares). VTI represents 17.2% of HB Wealth Management, LLC's portfolio.

Current Value

$2.7B

Current Shares

8.7M

Total Value Change

+$681.4M

Total Shares Change

+1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
8.7M
+0.9%
$2.7B17.2%$335.73
62
2025-Q4
Increased
8.6M
+1.1%
$2.8B17.9%$337.85
63
2025-Q3
Increased
8.6M
+10.1%
$2.7B18.2%$326.17
68
2025-Q2
Decreased
7.8M
-8.2%
$2.4B18.8%$300.71
0
2025-Q1
Increased
8.5M
+7.4%
$2.2B18.6%$271.08
67
2024-Q4
Increased
7.9M
+0.5%
$2.2B22.3%$287.31
62
2024-Q3
Increased
7.8M
+1.5%
$2.1B22.7%$277.75
63
2024-Q2
Increased
7.7M
+3.4%
$2B23.1%$262.63
64

Other major holders of VTI: Rakuten Investment Management, Inc., VANGUARD GROUP INC

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