Hb Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Hb Wealth Management, LLC

$14.5 Billion
Q3 2025

A detailed history of Hb Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Hb Wealth Management, LLC holds 190,292 shares of VOO stock, worth $119 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

190,292

Previous 169,234 12.44%

Holding current value

$119 Million

Previous $96.1 Million 21.22%

% of portfolio

0.8%

Previous 0.78%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$567.77 - $614.76 $12 Million - $12.9 Million	21,058 Added 12.44%	190,292 $117 Million
Q2 2025 Jul 17, 2025	BUY	$456.74 - $568.03 $1.03 Million - $1.29 Million	2,263 Added 1.36%	169,234 $96.1 Million
Q1 2025 May 07, 2025	BUY	$507.05 - $563.67 $5.97 Million - $6.64 Million	11,773 Added 7.59%	166,971 $85.8 Million
Q4 2024 Jan 15, 2025	BUY	$521.84 - $558.82 $1.97 Million - $2.11 Million	3,771 Added 2.49%	155,198 $83.6 Million
Q3 2024 Oct 15, 2024	BUY	$475.2 - $527.7 $1.99 Million - $2.2 Million	4,178 Added 2.84%	151,427 $79.9 Million
Q2 2024 Jul 26, 2024	BUY	$455.1 - $504.28 $2.59 Million - $2.87 Million	5,701 Added 4.03%	147,249 $73.6 Million
Q1 2024 Apr 30, 2024	BUY	$429.43 - $481.35 $4.19 Million - $4.69 Million	9,752 Added 7.4%	141,548 $68 Million
Q4 2023 Jan 16, 2024	BUY	$377.32 - $438.19 $26.5 Million - $30.8 Million	70,331 Added 114.42%	131,796 $57.6 Million
Q3 2023 Oct 13, 2023	SELL	$392.7 - $420.68 $1.62 Million - $1.73 Million	-4,119 Reduced 6.28%	61,465 $24.1 Million
Q2 2023 Jul 13, 2023	BUY	$371.44 - $407.28 $741,765 - $813,338	1,997 Added 3.14%	65,584 $26.7 Million
Q1 2023 Apr 13, 2023	SELL	$348.66 - $382.94 $206,058 - $226,317	-591 Reduced 0.92%	63,587 $23.9 Million
Q4 2022 Jan 20, 2023	BUY	$327.64 - $374.54 $401,359 - $458,811	1,225 Added 1.95%	64,178 $0
Q3 2022 Oct 19, 2022	BUY	$328.3 - $395.04 $2.22 Million - $2.67 Million	6,754 Added 12.02%	62,953 $20.7 Million
Q2 2022 Jul 15, 2022	SELL	$337.07 - $419.85 $8.53 Million - $10.6 Million	-25,298 Reduced 31.04%	56,199 $19.5 Million
Q1 2022 May 16, 2022	BUY	$382.7 - $439.25 $4.45 Million - $5.11 Million	11,634 Added 16.65%	81,497 $33.8 Million
Q4 2021 Feb 15, 2022	BUY	$394.21 - $439.01 $27.5 Million - $30.7 Million	69,863 New	69,863 $30.5 Million

Others Institutions Holding VOO

# of Institutions

3,803

Shares Held

513M

Call Options Held

2.83M

Put Options Held

3.09M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Hb Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History