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Vanguard Large-Cap ETF shares owned by HB Wealth Management

Quarter-by-quarter ownership of Vanguard Large-Cap ETF (VV) shares owned by HB Wealth Management from 13F filings

Historical chart of HB Wealth Management investment in Vanguard Large-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Large-Cap ETF held by HB Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Large-Cap ETF by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $14M 46k 307.87
2025-06-30 $7.9M 28k 285.31
2025-03-31 $9.9M 39k 257.03
2024-12-31 $8.4M 31k 269.70
2024-09-30 $7.9M 30k 263.29
2024-06-30 $7.5M 30k 249.62
2024-03-31 $7.2M 30k 239.76
2023-12-31 $6.6M 31k 218.16
2023-09-30 $6.0M 31k 195.69
2023-06-30 $6.0M 30k 202.72
2023-03-31 $5.7M 30k 186.81
2022-12-31 $5.3M 31k 174.20
2022-09-30 $3.5M 21k 163.56
2022-06-30 $2.1M 12k 172.36
2022-03-31 $7.4M 35k 208.50
2021-12-31 $2.8M 13k 221.02