Vanguard S&p 500 Etf idx shares owned by HB Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB Wealth Management investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $117M | 190k | 612.38 |
| 2025-06-30 | $96M | 169k | 568.03 |
| 2025-03-31 | $86M | 167k | 513.91 |
| 2024-12-31 | $84M | 155k | 538.83 |
| 2024-09-30 | $80M | 151k | 527.67 |
| 2024-06-30 | $74M | 147k | 500.13 |
| 2024-03-31 | $68M | 142k | 480.70 |
| 2023-12-31 | $58M | 132k | 436.80 |
| 2023-09-30 | $24M | 62k | 392.70 |
| 2023-06-30 | $27M | 66k | 407.28 |
| 2023-03-31 | $24M | 64k | 376.07 |
| 2022-12-31 | $23M | 64k | 351.34 |
| 2022-09-30 | $21M | 63k | 328.31 |
| 2022-06-30 | $20M | 56k | 346.87 |
| 2022-03-31 | $34M | 82k | 415.17 |
| 2021-12-31 | $31M | 70k | 436.57 |
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