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Disclosery

HB Wealth Management, LLC: VUG position timeline

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

HB Wealth Management, LLC held 557,703 VUG 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 557,703 shares
    Change vs previous 13F +476,895 shares

    0.27% of the 13F portfolio, value $48,040,551.

    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 80,808 shares
    Change vs previous 13F +4,181 shares

    0.23% of the 13F portfolio, value $35,296,437.

    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 76,627 shares
    Change vs previous 13F -841 shares

    0.24% of the 13F portfolio, value $37,383,676.

    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 77,468 shares
    Change vs previous 13F +5,997 shares

    0.25% of the 13F portfolio, value $37,154,852.

    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 71,471 shares
    Change vs previous 13F -2,101 shares

    0.25% of the 13F portfolio, value $31,332,943.

    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 73,572 shares
    Change vs previous 13F +6,226 shares

    0.23% of the 13F portfolio, value $27,282,017.

    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 67,346 shares
    Change vs previous 13F +2,363 shares

    0.28% of the 13F portfolio, value $27,642,217.

    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 64,983 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $24,949,034.

    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).