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Disclosery

HB Wealth Management, LLC: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on VTI, newest first. How the timeline and the estimate are built.

HB Wealth Management, LLC held 8,759,071 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,759,071 shares
    Change vs previous 13F +32,666 shares

    17.34% of the 13F portfolio, value $3,089,724,778.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,726,405 shares
    Change vs previous 13F +78,244 shares

    17.28% of the 13F portfolio, value $2,662,748,406.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 8,648,161 shares
    Change vs previous 13F +96,255 shares

    17.9% of the 13F portfolio, value $2,760,339,855.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,551,906 shares
    Change vs previous 13F +784,397 shares

    18.21% of the 13F portfolio, value $2,680,740,261.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,767,509 shares
    Change vs previous 13F -690,926 shares

    18.89% of the 13F portfolio, value $2,360,777,033.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,458,435 shares
    Change vs previous 13F +584,628 shares

    18.7% of the 13F portfolio, value $2,224,715,630.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,873,807 shares
    Change vs previous 13F +39,815 shares

    22.3% of the 13F portfolio, value $2,179,547,308.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,833,992 shares
    Change vs previous 13F not available

    22.75% of the 13F portfolio, value $2,118,230,787.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).