BIV VANGUARD BD INDEX FDS

Ownership history in Hyperion Partners, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Hyperion Partners, LLC reported a position in VANGUARD BD INDEX FDS (BIV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.61% (2023 Q1)
Avg. % of fund
5.25%
First filed
2023 Q1
Last filed
2024 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 98,095 +3,112 +3.3% 4.91% $7.7M $73.80
2024 Q2 ADDED 94,983 +3,483 +3.8% 5.08% $7.1M $69.86
2024 Q1 ADDED 91,500 +3,168 +3.6% 5.05% $6.9M $69.68
2023 Q4 ADDED 88,332 +1,157 +1.3% 5.34% $6.7M $70.18
2023 Q3 ADDED 87,175 +3,155 +3.8% 5.44% $6.3M $65.66
2023 Q2 ADDED 84,020 +2,684 +3.3% 5.33% $6.3M $67.77
2023 Q1 INITIATED 81,336 5.61% $6.2M $68.62
% of Fund (quarterly)    BIV price (monthly, adj. close)
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